Currently, POM Planning uses four 3rd party managers who provide multiple tactical strategies to our core portfolios. In addition to strategies provided by our four core managers, we also utilize three other tactical strategies designed for smaller accounts and tactical AI (Artificial Intelligence).
More information?
If you would like to talk with our firm to learn more about the tactical strategies we use or about our overall planning philosophy/services, simply email info@provenmarketingstrategies.net or give us a call at (888) 892-9882. We’d be happy to schedule a time for a future call, Zoom-type or in-person meeting.
Joe Maas is the Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC (SFM). A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.