 |
 |
Michael
L. Weiss
CEO
Just Ask Our Clients
There is one simple measure that defines
our success: the quality of the conversations we are
having with our clients. While they were impressed with our better than 20% net returns for 2007,
many were struck by how effectively we were
able to preserve capital.
Our vision is to deliver an actively-managed,
risk controlled investment strategy which capitalizes on trading efficiencies and focused research
to deliver superior returns. We are comfortable saying, “Mission accomplished!” In 2007 we were able to leverage two key components. First, protecting
capital by going to cash and using shorts when appropriate.
Second, identifying new market leaders coming out of a
correction. |
|
As you will see on the following pages, we’re excited
to introduce several new products and initiatives for
2008. Our focus remains on providing you with unique risk-controlled
investment opportunities that complement a traditional
portfolio. Please don’t hesitate to call our team of professionals
as we look forward to providing you with the outstanding
service your hard earned money deserves.
About Mr. Weiss
The most important thing to our customers -- and to
us -- is that we do exactly what we say we're going to
do exactly when we say we're going to do it.
After nearly two decades in the industry,
Michael is still innovating in the arena of high net worth
investing. His investment products and enterprises have
included the Reflection Portfolio, an independently managed
discretionary investment fund program for high net worth
individuals which he successfully ran for six years, and
GreenTrak, a ground-breaking financial performance reporting
company that was the first to offer investors the ability
to review their accounts on a consolidated and individual
account basis. By the time GreenTrak was sold to a public
company, it was monitoring performance and preparing tax
information for over $25 billion in assets and counted
some of the best known financial companies as its clients,
including Merrill Lynch, Chase Bank, UBS and Donaldson
Lufkin & Jenrette, as well as some of the largest US accounting
firms. In addition to his own enterprises, Michael has
served as senior vice president at such established financial
institutions as PaineWebber, S.G. Cowen & Company and
CIBC Oppenheimer & Company.
As CEO of Frontier Financial, Michael continues to invent
alternative strategies for money management. In choosing
to create Frontier as a small, exclusive firm, Michael
has focused sharply on the needs and concerns of investors,
rather than solely on expanding the amount of assets under
management. Michael is also Chief Investment Officer for
Weiss Capital Group II, LLC, which is general partner
of two US-based hedge funds.
When he's not busy thinking about smarter approaches to
investment, Michael can be found paying it forward. Michael
has had some great sports, business and life coaches and
believes in volunteering his time and sharing his experiences
to help others. He lives in New York City with his wife,
Leslie, and their golden doodle, Callie. Michael holds
a B.A. in economics from Union College.
Examinations:
NASD Series 24 - General Securities Principal (June 2003)
NASD Series 7 - General Securities Representative (December
1987)
NASD Series 65 - Investment Adviser (February 2005)
NASD Series 63 - Uniform Securities Agent State (December
1987)
Life and Health Insurance License (July 2003)
Education:
B.A. Economics, 1986, Union College |
|
|
 |
|
