Michael Ross is a force to be reckoned with in the world of wealth management. As a co-founder of the Academy of Certified Portfolio Managers, he has been shaping the industry for decades. For nearly 25 years, he’s navigated the ever-changing market, successfully managing stock and bond portfolios for his clients.
A maverick in the field, Ross challenges traditional approaches, prioritizing risk management as the key to achieving strong returns. His philosophy is battle-tested, having steered over half a billion dollars in portfolio funds through six bear markets. The average individual account under his management thrives at around $500,000. His expertise extends beyond his own clients, as he also assists investment advisors nationwide in managing taxable and IRA accounts.
For over 40 years, Mr. Ross has captivated audiences with his insightful presentations on various financial topics. He is a sought-after speaker at industry conferences, including the annual events of the Portfolio Management Institute (https://www.pminstitute.org/) and the Academy of Certified Portfolio Managers (https://www.academyofcpm.org/).
His expertise extends to academic settings as well, having delivered lectures at Columbia University’s Certified Portfolio Manager program sessions and San Jose State University.
Mr. Ross’s presentations cover a broad range of financial subjects, including:
Portfolio Construction
Financial Advisor Business Development
Practice Management
Most financial advisors and planners have known since the 1990s that global diversification of client investments using funds and EFTs is an outdated technique. The system just doesn’t perform well. So why are we still doing it?
In The False Hope of Global Diversification, Wall Street and portfolio management veteran Michael Ross explains why it doesn’t perform well—laying out step by step what financial advisors should be doing instead to protect their clients’ assets.
Learn how to grow your clients’ wealth using a diversified portfolio of primarily US-based companies and US company bonds. Improve portfolio performance, reduce costs, and raise client satisfaction to new heights.
Along the way, Ross offers pragmatic, real-world examples for presenting the system to clients in ways they will understand and appreciate (and even be excited about)—boosting client confidence through good markets and bad for their long-term success.
