Active investment management’s weekly magazine for fee-based advisors

David Moenning

David D. Moenning is Chief Investment Officer at Sowell Management Services, an independent RIA firm focused on Modern Portfolio Diversification(TM). Mr. Moenning has been a full-time money manager since 1987 and is also the founder of Heritage Capital Research. Mr. Moenning is a former president and chairman of the National Association of Active Investment Managers (NAAIM).

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