Earlier this week, Simon Moore, Chief Investment Officer at Moola, wrote a great piece in Forbes on Momentum and how it is implemented as a portfolio strategy. The concept of Momentum is something I have studied quite a bit, and am a believer in myself. Things that go up, tend to keep going up, and […]
Ian McMillan is a Chartered Market Technician (CMT) based out of Washington DC. He graduated from the University of South Carolina in 2010 where he majored in Finance. After that, Ian pursued his MBA at The Citadel, with a concentration in Asset Allocation. Following his graduate studies and internships, Ian entered the RIA industry and began his work as an analyst at WCM Global Wealth in Greenville, SC. Knowing that this was his passion, he decided to move to a larger financial arena and headed to the Northern Virginia area to expand his career. Ian has been in the wealth management space for 9 years, working with HNW clients at firms ranging from $40 million to over $700 million in AUM. Ian has experience with both passive and active/tactical strategies, but in 2015 he decided to make technical analysis his career niche. Implementing a "top-down" approach, Ian works mainly with intermediate- and long-term time frames, with a deep concentration of Relative Strength among sectors, sub-industries, and individual stocks.