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 Richard
N. Croft has been in the securities business since 1975. Since February 1993, Mr. Croft has been licensed as an investment counselor/portfolio manager, operating under the corporate name R. N. Croft Financial Group Inc. The company provides personal portfolio management and consulting services to individual investors. Mr. Croft is a global portfolio manager focusing on risk-adjusted performance. He believes that portfolio management is not solely about short-term returns, but is about how that return is achieved over the longer term.
Mr. Croft writes a weekly market commentary column for Scotia iTrade. He is a regular contributor to
Investment Executive, where his articles focus on options and option strategies.
In 1998, Mr. Croft co-developed three FPX Indexes for the National
Post, which track the returns for a series of portfolios geared to average Canadian investors. In 2004, Mr. Croft extended that concept to include three RealWorld Indexes, which adjust the performance of the FPX Indexes for real world costs. In both cases, these indexes provide portfolio benchmarks for individual investors. Past performance of the indexes is available at
www.croftgroup.com.
In 1999, Mr. Croft developed two option-writing indices for the Montreal Exchange (Mx) and writes regular options commentary at the Mx website.
He also developed the FundLine methodology, which is a graphic interpretation of portfolio diversification. Specifically, the FundLine defines what elements of diversification a specific mutual fund brings to the portfolio.
Additionally, he developed an index for rating the performance of fund managers. The proprietary model, known as Manager Value Added Index (MVA Index), rates mutual fund portfolio managers on a risk-adjusted basis relative to a benchmark.
 In 1999, Mr. Croft co-developed a portfolio management system for Charles Schwab Canada. This portfolio program was designed to provide registered advisors at Charles Schwab Canada with a defensible long-term investment program that could be marketed to Charles Schwab clients worldwide.
Most recently, Mr. Croft co-authored his ninth book, a Canadian bestseller on portfolio building, entitled
Protect Your Nest Egg.
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