Dan Neiman, CIO
Chief Investment Officer
Dan Neiman, an investment advisor since 2000, is Chief Investment Officer and Partner of ISWM. Dan is also a Portfolio Manager of the Neiman Large Cap Value Fund and the Neiman Balanced Allocation Fund. Dan is oftern interviewed for his market perspective and has appeared on CNBC, Fox Business, Bloomberg Radio, as well as quoted in multipleprint media.
ISWM is a third-party asset manager (TPAM) we use.
Investment Advisory Services are offered through Blackridge Asset Management, LLC ("BAM"); an SEC Registered Investment Advisory Firm. The above-mentioned Investment Committee Member is an Investment Advisors with Independent Solutions Wealth Management, LLC ("ISWM"); an SEC Registered Investment Advisory Firm. BAM and ISWM are not affiliated. Your advisor may choose different investment strategies that may not be managed by the above-mentioned Investment Committee.