Derek Notman, CFP, is a financial advisor from Madison, Wisconsin. His firm is Intrepid Wealth Partners.
Derek recently discovered trend following and is starting to educate his clients on the benefits of adding it to their portfolios.
Today, we talk about:
- how he discovered trend following (Michael Covel's books, a personal mentor and The Way of the Turtle book)
- how he educates and works with his clients
- how trend following and entrepreneurship are closely related and
- the "right" allocation amount to trend following
Derek can be reached through his website http://www.intrepidwealthpartners.com/.
31: Derek Notman, CFP Interview with Mike Melissinos