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WHY: Trained engineer who founded his firm in 1987; has unusual fee structure—10% of account profits, which means company doesn’t generate fees when fund goes down. Has grown money manager to $2.2B in assets, up from $1.95B in assets year ago and $1.5B in 2023, by mimicking Warren Buffett’s investment strategy. Has 1.2K clients across 46 states.
IN THE NEWS: Recognized by Barron’s as “top independent advisor” for 8th straight year. Moves up ranking to No. 23 from No. 93 last year.
NOTABLE: Private Program, which invests in Berkshire options, has generated annualized net returns of +21.7% since inception in 2010.
QUOTABLE: After becoming a grandfather for the first time a year ago, proudly announced that he purchased his newborn grandson 100 Berkshire Class B shares the day he was born. “It is a good investment for someone with a 10-year horizon.”
