|
 Richard
N Croft has been in the securities business since 1975. Since February
1993, Mr. Croft has been licenced 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 authors a regular
Market Commentary column on E*TRADE that
appears each Tuesday. He is also a regular contributor to the MoneyLetter,
where his articles focus on utilizing individual stocks, mutual funds and
exchange traded funds within a portfolio model. In 1998, Mr. Croft co-developed three FPX Indices for the National Post
which examine the returns for a series of portfolios geared to average
Canadian investors. In 2004, Mr. Croft extended that concept to include three
RealWorld portfolio indices which purport to demonstrate the performance
of the FPX portfolio indices adjusted for real world costs. In both cases, these
indices provide provide portfolio benchmarks for individual investors. Past
performance of the indices is available on his website calculator. In 1999, Mr. Croft developed two option writing indices for the Montreal
Exchange, and regularly authors 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. He also 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.
Mr. Croft is a global portfolio manager who focuses on risk adjusted
performance. He believes it is not just about return, it is about how that return
was achieved. Most recently, Mr. Croft co-authored a Canadian best seller on portfolio
building entitled Protect Your Nest Egg. This was Mr. Croft’s ninth book.
The book is available online at his bookstore.
|
