“InvestSense – the art of combining sound, proven investment techniques with common sense to provide investors with both upside potential and protection against downside risk.”
The goal of the “CommonSense InvestSense” blog is to provide investors with information that they can use to improve their investment success and to protect their financial security against unethical financial advisers and practices.
About investsense
I am an ERISA/securities attormey, CFP Emeritus, and Accredited Wealth Management Advisor. I am also a former securites compliance director, I provide forensic investment analyses to help 401(k)/403(b) plan sponsors and other investment fiduciaries avoid legal liability exposure and protect their financial well-being. I am the creator of the Active Management Value Ratio metric, which analyzes the cost-efficiency of investments for investment fiduciaries and attorneys.