I created Blue Harbinger to help you identify exceptional investment opportunities. You can read more about me and what I offer, below…



My Background:

Prior to Blue Harbinger, I managed multi-billion dollar institutional investment portfolios for a private pension fund and for a large bank in Chicago. I hold a BS in Finance from the University of Illinois at Urbana-Champaign, and an MBA from the University of Chicago, Booth School of Business. Throughout my career, I have been laser focused on building top quality investment portfolios, as well as fighting back against Wall Street’s hidden fees and conflicts of interest.

Research Memberships:

A membership to Blue Harbinger Research is designed to help you manage your own investments. Members have access to investment idea reports, the individual holdings within our proprietary investment portfolios, and market outlook reports and updates. You can learn more about a Blue Harbinger research membership here:

Custom Investment Portfolios:

I also manage a variety of custom investment portfolios for clients. For example, I contribute research and portfolio management services to a top-performing hedge fund. I also manage custom private accounts for individual investors ranging from income-focused to long-term capital appreciation. You can request more information from me about custom portfolio management services, here.

Core Beliefs:

Understand your Investments.  At Blue Harbinger, our rule of thumb is that if we don't understand the investment, we don't invest. Regarding stocks, we need to understand how the company makes money, and we need to believe in the business going forward before we invest. This same rigorous analysis applies to ETFs and CEFs. We need to understand what the fund actually holds (all securities in a market or just a sample, derivatives), does it trade at a daily premium or discount to its net asset value, and what fees are being assessed, to name a few.

Valuation Matters.  Understanding valuation is critical when actively selecting securities. Just because we like a business doesn’t mean it is a good investment. Discounted cash flow analysis, earnings growth forecasts, and peer benchmarking are examples of important valuation inputs to help us identify attractively priced investments.

Minimize Costs.  One of the core tenets of Blue Harbinger is to help investors avoid the high costs, hidden fees and conflicts of interest that are prevalent throughout the industry. For example, not everyone needs a full-service financial advisor (aka stock broker), especially considering all of the transparent and non-transparent fees that exist (e.g. 5% sales charges, management fees, 12b-1 fees, and unnecessary trading costs, to name a few). Also, most investors would be better off avoiding mutual funds because they tend to charge very high fees and they are tax inefficient. For example, they often take 1-2% percent of your money each year (for management fees), and most of them underperform over the long-term because they are over-diversified (i.e. they are "closet index funds" with inappropriately high fees and hidden trading costs); plus you lose control of when you take capital gains. Additionally, many investment advisors are simply not able to act in your best interest because of inherent conflicts of interest. For example, their arms are often being twisted by special interest groups to invest your money in a certain way. Also, many of them are simply acting in their own best interest, not yours.

Diversify. Through the use of individual stocks, bonds and a few funds (ETFs and CEFs), Blue Harbinger helps you achieve an appropriate level of diversification. Too little diversification exposes you to too much risk, and too much diversification is totally unnecessary and often very expensive.

Invest for the Long-Term. Investing for the long-term is the best option for most investors because it allows the value of your investments to compound each year, and because it protects you from many of the expensive hidden transaction costs that are prevalent throughout the industry.

The Blue Harbinger Name and Logo:

“Blue” is a reference to blue chips stocks—companies that have the ability to be profitable in good times and bad. “Harbinger” is anything that announces (and often foreshadows) a future event. For example, when a company is well-run, generates healthy cash flows, and trades at an attractive valuation—that’s often a harbinger of strong future stock price performance. The Blue Harbinger logo is a blue chip. The four leaf clover design on the logo is actually two betas. If you’ve ever studied finance in school, you know beta is a measure of market risk exposure. The other beta is for “B” in Blue, and there is a small “H” (at the bottom) for “Harbinger.” The alpha (in the middle of the logo) is the finance symbol representing market outperformance.



I admire Benjamin Graham, Eugene Fama, Jack Bogle, and a small group of private investors and traders. I admire Benjamin Graham, Warren Buffett's mentor, for his intelligent, common sense valuation techniques. I admire Nobel laureate Eugene Fama because his analytical work on risk factor exposures and modern portfolio theory continues to be an excellent guidepost for me when assessing stock market performance. I admire Jack Bogle, the founder of the Vanguard Group, for driving down investment costs for individual investors through the use of index funds. And lastly, I’ve been influenced by a small group of private investors, traders and business owners that have demonstrated to me that you can create the working environment you want, and have a job that you truly enjoy.

Quotes I Like:

“Investing is the only business I know that when things go on sale, people run out of the store”

-Mark Yusko


“The time to buy is when there's blood in the streets.”

-Baron Rothschild, an 18th century British nobleman and member of the Rothschild banking family.


“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”

-Benjamin Graham


“Every battle is won before it is ever fought.”

-Sun Tzu, The Art of War


“Someone is sitting in the shade today because someone planted a tree a long time ago.”

-Warren Buffett


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