Wanda Halpert is the President of Concord Business Plans. Since 1997, she has led teams of researchers and financial analysts in the preparation of over 500 senior level Business Plans for public and private companies.
Managing four global allocation portfolios at GFG Capital with assets over $1 billion. Managed a portion of the Stetson University endowment as a trustee and equity/fixed income analyst. Small Cap analyst KCM.
The Arbor Asset Allocation Model Portfolio (AAAMP) is my personal portfolio, which I share with my value investing subscribers. Portfolio management is as much about controlling losses as it is making money.