Steve is a private investment professional, working primarily with individuals and small businesses. He developed the Market Cycle Investment Management Process during the 1970s. He has always focused on individual IGVSI common stocks, CEFs, REITs and MLPs.. Steve invented, uses, and teaches his ...more

Steve is a private investment professional, working primarily with individuals and small businesses. He developed the Market Cycle Investment Management Process during the 1970s. He has always focused on individual IGVSI common stocks, CEFs, REITs and MLPs.. Steve invented, uses, and teaches his unique "Working Capital Model" and "Market Cycle Investment Management" methodology. He has developed several other proprietary concepts, including: the QDI, Smart Cash, The Investor's Creed, and Base Income. He also commissioned the development of the Investment Grade Value Stock Index, and the Value Stock Watch list. Steve has published several books and hundreds of investment and investment-politics articles. Specialties: Training related to a hands-on investment management methodology, portfolio restructuring, retirement income portfolios, investment education. In a Working Capital Model methodology world, there may well have been no 2008 to 2009 financial crisis. For more information, email: sanserve@aol.com, or call: 800-245-0494less