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Steele Partners is a full service investment firm specializing in helping our clients with the complex day to day management of their personal investment portfolio's. From Corporate Stock Redeployment to 401k Rollovers, we strive to help all our clients become and remain financially independent. Grounded by the belief that the growth of capital is a sacred responsibility, Our firm has been conceived with one mission in mind: Protect and Create Wealth For Our Clients. Using a blended approach combining managed products along with prudent market timing techniques, tactical asset & sector allocation, risk assessment and the end goal of alerting our clients to the truth in the short term direction of trends and reversal patterns way before the herd and even before our competition. At Steele Partners, we always put our clients interest's first as we work directly for the individual investor, not institutions. We remain unbiased in our due-diligence to uncover undervalued markets and securities with the end goal of alerting our clients where the potential exists for high or low risk regardless of headlines or herd mentalities. We believe that emotions remain the main impediment to Individual Investor success we also believe that prudent Technical Analysis Techniques reduce or even eliminate the emotional decision making process. As President of Steele Partners, Jay brings to his clients over 20 years of extensive knowledge and experience in the financial markets and an understanding of how to help his clients benefit more from their investments. Supported by Kovack Securities, Inc.: member FINRA/SIPC & Pershing LLC, member FINRA NYSE SIPC a leading clearing agent, Jay and his staff are backed by some of the highest standards and personalized service in the Financial Services Industry. With this support, Jay is able to actively participate in helping his clients achieve their Short and Long-term Investment Goals. Jay`s approach to investing is focused on his clients needs, His investment philosophy and approach take into account a clients investment time horizon, expectations, personal risk tolerance, and the Portfolio`s overall asset allocation mix. Prior to starting his own firm, Jay had been a Financial Consultant with Lehman Brothers, Inc., Oppenheimer & Co., and Paine Webber, Inc. Jay started his career in the capital markets division of Drexel Burnham Lambert in 1985. Jay has a background in Trading, Technical Analysis, and a profound belief in the attributes of contrary investing techniques as well as many unconventional technical analysis approaches aimed at minimizing risk and maximizing returns. Currently Jay specializes in managing Retirement Portfolios for High Net worth Families & Information Systems Executives around the country emphasizing strict Fundamental as well as Propriatary Technical Analysis. Using his various proprietary trading techniques coupled with professionally managed Equity and fixed income funds, Jay is able to actively participate in the specific financial needs of his clients' short and long term financial goals. Among Jay's many accomplishments are his registrations with the Financial Industry Regulatory Authority (FINRA). He is registered with the FINRA as a series 7 securities broker, series 24 manager, and series 65 Investment Advisor Representative. In summation, Jays thorough knowledge of the financial markets coupled with his techniques and extensive experience enables him to fully assist his clients in a competitive, innovative, and turbulent market environment.