- CEO Story: Jeff’s passion to help his clients, not to repeat the mistakes in the past especially in 2009 when the stock market was on a roller coaster, motivated him to build his company to preserve and protect the money of his clients when the stock market is down.
- Business Service: Investment Advising. Managing their client’s portfolio, investment advice, retirement planning, retirement planning services, and consulting services. He makes sure that his clients have 3P’s, plan, investment process, investment progress.
- Secret Sauce: Created a propriety investment process – recognizing historically what transpires when major declines are likely on how does the pattern unfolds.
- CEO Hack: Learned trend channels by Richard Russel – looking at the marketplace from an entirely different perspective while doing his own research.
- CEO Nugget: Hire an investment professional that understands trends in the stock market. Whatever goes up eventually goes down. Everybody should prepare for the next downturn if you don’t want to lose your financial wealth.
- CEO Defined: The Chief Envision Officer – somebody who’s always anticipating what happens next, so you can be strategic in your decisions. Be proactive. Somebody who is not uncomfortable diverging from the crowd at times.
Website: www.bluelineinvesting.com
LinkedIn: bluelineinvestingjefflink
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