After spending most of the last twenty years working at large firms, such as Merrill Lynch and Morgan Stanley Smith Barney, I have gone independent, and started Rhodes Capital Management LLC. My goal is to provide consistent, objective advise for my clients. My philosophy is to use the core and satellite strategy. This strategy is designed to reduce volatility, and provide the opportunity to outpe
rform the stock market as a whole. I also specialize in protecting portfolio from the significant risks currently pervasive in today's markets. I use several strategies to protect portfolios and minimize volatility. Strategies such as shorting against the box, shorting, buying put options, leveraged and unleveraged ETFs. I also provide expertise in maximizing portfolio income. I provide this in several ways. First, I find securities with strong dividends. In addition, I also us option strategies to add income to the portfolio. Through my experience with the firms that I have worked with, I have extensive experience in securities based lending. Whether you're a business owner, or an individual investor wanting to use leverage to acquire other investment assets, I help clients find the lowest cost of lending to accomplish this. From my real estate experience, I have very strong relationships to find the best financing for real estate assets. I also pay particular attention to my client's banking needs. Through my clearing relationships, I can help clients get at their money when they need, quickly, and efficiently. They will also be able to use ATM's without paying a fee, web bill pay with no fee. Banks are raising nuisance fee's on a daily basis. I can use the income I generate from the portfolio, and the client can withdraw from ATM, write a check, or pay their bills online right away. Bottom line, I navigate the volatile markets for my clients, and I pay close attention to their cash flow.
