Bluemound Asset Management, LLC 500 Elm Grove Road, Suite 200, Elm Grove, WI 53122 Category: Investments
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About Bluemound Asset Management, LLC
Bluemound Asset Management, LLC is a fee-based Wisconsin Registered Investment Advisor founded by Kirk Spano.
We add value to investment portfolios by employing three concepts regularly ignored by the investing public and financial industry:
1.
Maintain a margin of safety and liquidity at all times. Avoiding significant losses is the key to long term investment success.
2.
Focus on the value of assets to better know what price to buy those assets at, not the direction the price has been moving recently. The evidence bears out that patiently waiting for excellent opportunities to buy valuable assets at sale prices is a prudent, profitable and safer approach to investing than what most investors engage in.
3.
Ignore the crowd. Eventually the crowd is almost always self-defeating due to investing based on emotion rather than facts.
Products and Services
- Investment Advisory
- Financial Planning
- Retirement Income Strategies
Opening Hours
- SundayCLOSED
- Monday8:00 AM to 4:00 PM
- Tuesday8:00 AM to 4:00 PM
- Wednesday8:00 AM to 8:00 PM
- Thursday8:00 AM to 8:00 PM
- Friday8:00 AM to 4:00 PM
- Saturday8:00 AM to 12:00 PM
Business categories
- Financial Advisory Services
- Financial Planning Consultants
Location Type
Single Location
Employees
2 to 4
Years In Business
14
Additional information
Kirk Spano has been practicing since 1996 and founded Bluemound Asset Management, LLC in 2010.
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