DMB: Growing Tax Free Income While Preserving Capital

Group 1 - The individual has extensive experience in the energy industry, having worked for 22 years in various roles including engineering, planning, and financial analysis [1] - The individual has successfully managed a personal investment portfolio since 1998, achieving returns that match the S&P 500 with lower volatility and higher income [1] - The investment strategy focuses on long-term holdings, seeking opportunities regardless of asset class, market cap, sector, or yield, with an emphasis on buying undervalued assets [1]