these timeless words from biblical antiquity hold true as much today as ages past. Together, as you utilize our expertise and resources, we can celebrate the victories as we work toward achieving your financial goals and dreams.
Larry McDonald, president and Portfolio Strategist for Tricord, spent ten years as a Registered Representative for various broker dealers. In that time he has managed IRA, 401(k), SIMPLE IRA, education, variable annuity, defined benefit and non-qualified investment portfolios for over one-hundred clients. Larry is also a member of the National Association of Active Investment Managers (NAAIM), an organization dedicated to the support and development of active money managers.
Larry has an architectural engineering degree from Southern Technical Institute, several years experience as a small business owner, and is an avid hockey fan and coach. Using both his analytical background and practical portfolio management experience as the catalyst, he provides a strategic approach to investing assets that uses innovative techniques that listen to the financial markets. This enables you to more aggressively pursue your goals while protecting your portfolios from unacceptable losses that can severely impact your long-term financial plan.
It would be our privilege to discuss the possibilities of serving you and your family as your trusted advisor, and how we can enhance the legacy you will leave.