The Maggart Group utilizes a combination of fundamental and technical analysis to construct custom income portfolios for clients. The process begins with fundamental analysis to select the best publically traded companies. Technical analysis is then used to construct and refine assets with optimal risk and return properties. This dynamic approach to management allows clients to replace earned income with investment income.
The risk overlay portion of this offering entails analyzing all sectors of a client’s portfolio to ensure optimized asset allocation, which strives to reduce correlations and redundancies.
John has been with the Firm since 1993 and has 38 years of investment experience. John manages custom portfolios for individual and institutional clients and serves as a consultant to retirement plans. Prior to joining Wiley Bros.-Aintree Capital, LLC, John worked for Merrill Lynch. John is a graduate of Vanderbilt University.
Stephen joined Wiley Bros.-Aintree Capital, LLC in 2009. His focuses are statistical asset allocation as well as technical analysis and correlation studies of portfolio holdings. Prior to joining the Firm, Stephen worked as a Systems Engineer for NASA’s Space Shuttle and Orion programs.
Stephen graduated cum laude with a Bachelor of Science from Vanderbilt University. He also earned a Masters degree from the Vanderbilt School of Engineering.
Kate joined Wiley Bros.-Aintree Capital, LLC in 2007. In addition to working with individual clients, she is a Certified Plan Fiduciary Advisor and is active in 401(k) plan design, implementation, and consulting.
Kate graduated cum laude with a Bachelor of Arts from New York University. She also earned a Masters of Business Administration from the Owen Graduate School of Management at Vanderbilt University. Kate is a CERTIFIED FINANCIAL PLANNER™ certificant.