Justin Caldwell Boller

Functions as a College/University

Advocacy Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm seeks to help clients meet their long-term cash flow, growth, and liquidity needs with an appropriate amount of risk. Their investment strategies ordinarily include long- or short-term trading of fixed and adjustable-rate income securities, stock portfolios, and mutual funds.

Liquid Strategies’ flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk. The firm seeks to achieve its investment objective primarily by selling listed weekly put options on US equity indices, US ETFs and common stock of US issuers across any market capitalization, while also purchasing intermediate term put options for hedging purposes.

Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis.

Provides investment advice