Paul Meeks, CFA, CAIA
Chartered Financial Analyst, Chartered Alternative Investment Analyst & Portfolio Manager
Paul is a 30+-year equity analyst or portfolio manager. He is best known for investing in technology stocks. His primary investment responsibility since 1992 has been to cover that economic sector. For Merrill Lynch Investment Managers, which was acquired by BlackRock in 2006, he started and managed six technology equity mutual funds with a total $8 billion in assets under management.
Paul also is a teacher. He is the Professor of Practice in the Baker School of Business at The Citadel in Charleston, South Carolina. He teaches Personal Finance, Corporate Finance, Investments, and Financial Accounting. He also supervises the school’s Student Managed Investment Fund. He has won an award for his instruction. Paul has published an e-textbook Practical Personal Finance for the Internet Era through Great River Learning.
He lives in and works from Charleston, but he has western New York roots as his father’s family hails from Newfane. Three generations of his family worked for Harrison Radiator in Lockport.
Paul joined Independent Solutions Wealth Management (ISWM) in fall 2018. He had worked with the firm for several years before then as ISWM had clients in a stocks mutual fund (the Sextant Growth Fund) that he had managed for Saturna Capital (Bellingham, Washington).
He is one of the portfolio managers in ISWM’s Private Wealth Group (PWG). He also manages two equity models, Technology and Dividends. Please note that stocks in his Dividends model must have at least 5% price appreciation potential and yield more than 2%. Thus, Paul has an eye on growth even in his Dividends model, which today (May 2022) yields over 3%.
Since the Internet Bubble began to inflate in the mid-1990s, Paul has been on air on CNBC about once a week to “talk tech.” He also appears on other business news outlets. Video clips of his appearances are posted on Google, YouTube, CNBC, and LinkedIn (we suggest that you “connect” with him there) and are found through the “Media Coverage” tab on ISWM’s web site. You also may be interested in watching his 2017 TED Talk “Debunking Stock Investment Myths,” which has 143,000 views on YouTube. Off camera, Paul also writes about technology trends and companies.
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.