About Steve Bass
Steve has been in the investment management business for over 35 years, is a veteran of the United States Air Force, has an MBA and earned the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business.
For over 15 years, Steve worked as an investment research analyst for broker dealers. In 2003, Steve started his own Registered Investment Advisor firm and conducts his own research.
Steve’s Investment Philosophy
We can't control politics, inflation, interest rates, the economy, the markets or how the investing herd will respond to world events. But we can control the quality, costs, taxes & risk exposure of our investments to minimize losses resulting from negative events.
Steve's Fiduciary Responsibility
Unlike banks, brokers, and insurance agents who sell investment products to maximize their profits, Steve believes in the fiduciary responsibilities of...
- Offering a complete objective and unbiased solution
- Being required to act in your best interest 100% of the time
- Not accepting any 3rd party compensation to influence my advice
By merging a disciplined philosophy of risk management with the speed of AI, Steve delivers an investment approach you can trust.