Cumulare Asset Management
3893 NW 88th Terrace
Hollywood, FL 33024
Phone:
954-457-2256
Fax:
305-564-6964
E-mail:
Alan Miller, CFA is a Fellow of the Institute of Actuaries in London, specializing in Investments. He is also a Fellow of the Society of Actuaries in Illinois, USA. From 2005 to 2012, he served as CEO of Barclays' South African investment businesses. From 2000 to 2005, he was CEO of STANLIB Asset Management, part of Standard Bank. He managed the Liberty Life Shareholders' Long Term Portfolio and the LIBAM Hedge Fund. Alan is an expert on the application of quantitative tools and statistics to investments.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.