Troy M. Schield, CFS, BCS – He has over 22 years of experience in the Registered Investment Advisory field, specializing in tactical allocation.
Career Highlights
· In 1987, began career with Schield Management Company as the tactical research assistant to the company President.
· In 1989, completed due diligence research that aided the launch of one of the first Tactical Sector Rotation Programs in the Nation.
· In 1990, co-managed what was the #1 capital appreciation mutual fund in the nation, according to Lipper Analytical Services.
· In 1993, completed due diligence research that aided the launch of the VISION Tactical Rotation Programs.
· In 1993, successfully passed the Series 6 becoming a Registered Representative of Schield Securities, Inc. at the early age of 24.
· In 1994, completed due diligence research that aided the launch of the Fund Allocation Tactical Rotation Programs.
· In 1996, received his Certified Fund Specialist and Board Certified in Securities designations from the Institute of Business and Finance.
· In 2001, completed due diligence research that aided the launch of the VISION Retirement Solutions Programs.
· In 2005, successfully passed the Series 65 and then chose to establish Disciplined Wealth Management LLC, to provide investment advice to individuals and businesses.
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