Deep and well rounded approach

Mark presents a deep and well rounded approach to investments. He offers several model portfolios tailored to different investors. He is constantly analyzing companies and reassessing his picks in a measured way… I’ve found him to be calm with a sense of history but remarkably plugged in to the latest investing approaches. Moreover, I trust him.

I remain a loyal follower

Thank you very much and all my best wishes for a HAPPY, Healthy, and Prosperous New Year! You have amassed quite a collection of growth stocks and although I own many there are names that I do not recognize and must research. I remain a loyal follower of you and your team and thank you for your research and recommendations.

Thanks to you my investments are doing well.

“I owe you a debt of gratitude for helping me and my siblings meet the financial obligations necessitated by our mom's memory care facility. Your Blue Harbinger income portfolio advice allowed us to leverage her assets and produce the required monthly income to meet those obligations. Please understand the positive impact you and your service has had, and know that it is very much appreciated.”