Broker Check
Gary Mangelsdorf

Gary Mangelsdorf

Financial Consultant

My investment philosophy is based on:

Trust: It is my commitment to help each investor work towards his or her financial objectives. With this in mind, I help provide an in-depth review of a prospective client’s current status, risk tolerance, and future needs. I then structure an appropriately individualized investment plan to help address those needs.

Value: I focus primarily on investments that I have identified as long-term performers within their respective investment categories, e.g., large-cap growth, mid-cap value, utilities, etc., taking into account average P/E and PEG ratios, regression statistics, manager tenure, skewing, volatility, and turnovers.

Diversification: I structure each portfolio using an asset allocation model I developed over the course of 23 years in the business. Studies have shown that approximately 91% of all portfolio performance can be attributed to how investments are balanced between stocks, bonds, and cash. 7% is attributable to investment selection, and only 2% of a portfolio’s performance is attributable to timing.* Proper diversification helps seek to enhance a portfolio’s potential returns and help manage risk.

* Financial Analysts Journal – May/June 1991.

Note: Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not ensure against market risk.

 

Professional Background:

Financial Consultant

LPL Financial

Lakewood, CO

2006 – present

Financial Consultant

RBC Dain Rauscher

Denver, CO

2001 – 2006

Financial Consultant

Prudential Securities

Denver, CO

1996 – 2001

Vice President

JP Morgan

New York, NY

1985 – 1990

 
As a Government Bond Trader, I managed a $10 billion arbitrage portfolio for the Bank. I then married, started a family, and relocated back to Evergreen, Colorado.

Education:

1985

Honors Graduate

UCLA MBA Program

Beta Gamma Sigma Society

1975

Honors Graduate

Stanford University

BA Philosophy

1971

Honors Graduate

Culver Military Academy

Cum Laude Society

440 Indiana Street
Golden, CO 80401
Office: 303.393.2378
Fax: 303.393.2365
Email: [email protected]