Workflow
dividend and options income portfolio
icon
Search documents
Balancing The Positives And Negatives
Seeking Alpha· 2025-12-18 13:49
Core Insights - Lawrence Fuller has 30 years of experience managing portfolios, starting at Merrill Lynch in 1993 and later founding Fuller Asset Management, achieving his goal of independence [1] - Fuller manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' trades [1] - The Portfolio Architect, led by Fuller, focuses on economic and market outlooks, offering an all-weather investment strategy aimed at consistent risk-adjusted returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser, providing educational content and investment strategies without making specific offers for securities [3] - FAM emphasizes that past performance is not indicative of future results and that investments involve risks [3][4] Services Offered - The Portfolio Architect provides portfolio construction guidance, access to an "All-Weather" model portfolio, a dividend and options income portfolio, daily briefs, weekly newsletters, technical and fundamental reports, trade alerts, and 24/7 chat support [1]
What To Expect In December
Seeking Alpha· 2025-11-28 13:51
Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...