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Home
Strategies
Catholic Values Enhanced Dividend Income Portfolio
Enhanced Dividend Income Portfolio
Growth & Income Portfolio
Hedged ETF Portfolio
Tactical Transition Strategy
Platforms & Custodians
Benjamin F. Edwards & Co.
Charles Schwab
Envestnet
Fidelity
Janney
LPL Financial
Morgan Stanley
Raymond James
RBC
R.W. Baird
Stifel Nicolaus
Truist
Wells Fargo Advisors
Team
News
Podcast
Contact
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Watch: Trade Tracker – Kevin Simpson’s latest portfolio moves
November 12, 2024
Kevin Simpson on CNBC's Halftime Report
Kevin Simpson, Founder and CEO, joined CNBC’s ‘Halftime Report’ to discuss his latest moves in CME Group, Texas Pacific, Apple and Walmart.
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Watch: Trade Tracker – Kevin Simpson sells Texas Instruments and buys Oracle
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