I stumbled on another excellent advisor blog to highlight in our running series of advisor blogger profiles. David Laidlaw is an investment advisor with National Advisors Trust, and he hosts a client-facing blog on his site. This is our second advisor blog profile with a National Advisors Trust advisor (Bob Klosterman’s Wealth-O-Nomics being the other).

David is a CFA and practicing attorney, and co-authors the blog with fellow CFA, Ben Connard. They use something called SquareSpace to host the web site and blog, which seems to be similar to the modular DotNetNuke software we’re using to host FinFolio. I also need to thank David for turning me on to the hilarious JeffMatthewsIsNotMakingThisUp site.

1. How would you describe your business and typical client?

Our firm serves as an investment manager to individuals and families and institutional investors such as pension plans, endowments and foundations.  We determine their investment goals and risk tolerance and then build a portfolio using individual equities, fixed-income Exchange Traded Funds (ETFs) and International ETFs to match their objectives.  We rely on fundamental equity analysis and create portfolios using common stocks that sell for discounts to their intrinsic values .  Laidlaw Group also manages a Long/Short Hedge Fund. 

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