DSW Investment is managed by Douglas S. Weiss, CFA. Doug is a Registered Investment Advisor (“RIA”) focused on value investing for individuals and pensions. He has more than 19 years of experience analyzing stocks and bonds and identifying undervalued securities. Prior to forming his RIA practice in 2011 he worked in private wealth management at Foster & Foster, LLC. Before that he worked as an equity research analyst at CIBC World Markets and Salomon Brothers.
Expertise identifying undervalued securities across sectors and asset classes:
•Corporate bonds •Small capitalization stocks •American Depository Receipts (ADRs) •Preferred Stocks •Closed End Bond Funds •Real Estate Investment Trusts (REITS) •Publicly Traded Master Limited Partnerships (MLPS)
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