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Professionals:

Richard Shaw is the principal of QVM, and the portfolio manager.

Richard Shaw focuses on our research, portfolio management and investment coaching service, and writes for our blog.

He has extensive investment industry experience including, among others, serving on the Board of Directors Phoenix Investment Counsel (now Virtus, listed NYSE) and on the Board of Directors of Aberdeen Asset Management (one of the largest asset managers in the United Kingdom, listed London Stock Exchange) and as a charter investor and director of Lending Tree. He is a 1970 graduate of Dartmouth College.



 

IMPORTANT NOTE: We are a Registered Investment Advisor. We do not sell investments or have custody of client assets, nor do we participate in capital gains on managed accounts. We are professional advisors compensated on an hourly basis or flat fee basis for portfolio management or for our coaching advice. Clients for personal investment advice receive recommendations and guidance tailored to their specific needs. Newsletters and research publications, are not personal investment advice, are generic in nature and should not be interpreted as specific advice for any specific person or situation. In our research, we utilize information sources that we believe are reliable, but do not warranty the accuracy of those sources or our analysis. Opinions expressed in any of our commentaries, anywhere on this site or in our publications, or in any republication of our materials, are as of the date of publication, and may not represent our views at subsequent times. Our opinions and positions may change as subsequent conditions vary. Past performance is no guarantee of future performance, and there is no guarantee that any forecast will come to pass. Do not rely solely on this material when making an investment decision. Other factors may be important too. Investment involves risks of loss of capital. Consider seeking professional advice before implementing your portfolio ideas.
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