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Click on link below to view presentation
"Making Money in a Bear Market"
Market Analyst, CMA

Rick began his career
in the financial services industry in 1998 when he became a financial advisor
for a large financial services company based out of Kansas City, Kansas. During
this time he worked with individuals and businesses by providing personal,
comprehensive financial planning services. During this time, Rick became aware
of the importance of portfolio management, which led him into the study of
technical analysis.
In 2000 Rick joined JMS
Financial Services, where he brought his experience in the financial service
industry and his knowledge of technical analysis. He worked as an assistant
analyst, learning more in-depth technical analysis and programming technical
indicators. His research in fundamental economic data with his understanding of
the technical markets allowed him to develop a unique insight of the financial
markets. This unique insight ultimately lead to the development of some
proprietary indicators that are currently utilized by Iron Street Research and
TacticalTradingSignal.com
The research has
contributed to the success of the models used in market analysis and investment
decision making. The research effort is always ongoing, enabling continual
updating of the models. Iron Street Research Inc. has a rigorous methodical
approach to management which nurtures investor confidence and curbs emotional
reactions to adverse market events. Rick's goals are to curtail portfolio risk
and volatility through active management while seeking performance superior to
that of benchmarks of similar risk.
Rick utilizes a variety of tools and models while continually monitoring and
evaluating market conditions and assessing risk. When market risk levels are
high and performance is in question, or market risk is low, portfolios are
evaluated and re-allocated to take advantage of the current market condition.
Rick holds a B.A. in
Finance with an emphasis in financial planning from Fort Hays State University.
He has earned his CMA (Chartered Market Analyst) designation. He is currently working toward his CMT (Chartered Market
Technician) designation, which he hopes to achieve by the end of 2009. Rick also
holds his Series 7, 65, 63, and Life Insurance License.
Rick's wife Tammy and their daughter Kylie, who is
9 years old, and their son Dylan, who
is 4 years old are a great part of his life. They enjoy spending time outside;
swimming, fishing, boating.
Contact Me: rick.roberts@nextfinancial.com
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(785)
823-3035 1-800-823-3034 Fax: (785) 823-0784
Copyright © 2009 JMS Financial Services. All rights reserved.
Securities offered through a non-affiliated company,
NEXT Financial Group, INC Member
FINRA / SIPC.
Investment Advisory services are offered through Iron Street Research
Inc.
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