Lance Paddock

Lance Paddock

Director of Invesment Strategy at Peters Wealth Advisors

Baton Rouge, Louisiana Area

Current
  • Director of Investment Strategy at Peters Wealth Advisors
Past
Education
  • Loyola University New Orleans
Connections
39 connections
Industry
Investment Management
Websites

Lance Paddock’s Summary

Lance Paddock’s Specialties:

asset allocation, manager selection, wealth management, economic history

Lance Paddock’s Experience

  • Director of Investment Strategy

    Peters Wealth Advisors

    (Investment Management industry)

    November 2003 — Present (5 years 9 months)

    In charge of research and development of investment strategy for Peters Wealth Advisors. Manager and security selection, across multiple asset classes and alternative strategies, is a core competency. Portfolios are designed with high absolute returns as a goal.

    The First Rule of Investing: Don't Lose Money!
    Second Rule of investing: Don't Forget the First One!

Additional Information

Lance Paddock’s Websites:

Lance Paddock’s Contact Settings

Interested In:

  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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