Award Winning CTA Joins KIM Investment Committee

Award Winning CTA Joins KIM Investment Committee

Kingsview Investment Management has partnered with award winning Technical Analyst and Portfolio Manager Buff Dormeier, CMT who has assumed the role of the firm’s Chief Technical Analyst.

Armed with proprietary indicators and investment programs, Dormeier dynamically advises RIAs and other institutional clientele with strategies meeting their specified investment objectives in a full host of investment factor climates.

In 2007, Dormeier’s technical research was awarded the prestigious Charles H. Dow Award. Also an award winning author, Buff authored “Investing with Volume Analysis“. Partnering with Financial Times Press, Pearson Publishing and the Wharton School, this book is the only one to win both Technical Analyst’s Book of the Year (2013) and Trader Planet’s top Book Resource (2012) to date.

Buff’s work has also been featured in a variety of national and international publications and technical journals. Now, with Kingsview Investment Management’s affiliation, Buff’s expertise and proprietary work on technical and volume analysis shall become much more accessible to journalists and other media alike.

As a portfolio manager, Buff was featured in “Technical Analysis and Behavior Finance in Fund Management” – an international book comprised of interviews with 21 PM’s across the world who utilize technical analysis as a portfolio driver. In his new role with Kingsview Investment Management, Buff’s unique performance driven strategies will be now be available to a wide audience of RIAs and institutional clientele.

“Buff’s process driven technical approach to portfolio management is a welcome addition to both our Wealth and Investment Management divisions,” said Sean McGillivray, Chief Executive Officer, “His deep experience in the fields of Technical and Volume Analysis as a CMT will be a huge resource to the rest of the firm’s Financial Advisor partners as we grow our SMA offerings and prepare to launch our mutual fund business.”

To schedule media or speaking engagements please contact Tia Runyan, Client Associate at (260) 264–0099 or fortwayne@kingsview.com. For RFPs and other investment proposals contact Alex Staley, VP Advisor Strategy, at (312) 767-5227 or astaley@kingsview.com.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*The Charles H. Dow Award was not based on investment performance, but rather to highlight outstanding research in technical analysis.