Speaker Details

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Richard Croft

President

R. N. Croft Financial Group, Inc.

About

Richard Croft, president of R. N. Croft Financial Group, Inc., a company that provides personal portfolio management and consulting services to individual investors, has been in the securities business since 1975. In 1998, he co-developed three FPX Indices for the National Post, which examines the returns for a series of portfolios geared to average Canadian investors. In 2004, Mr. Croft extended that concept to include three RealWorld portfolio indices that purport to demonstrate the performance of the FPX portfolio indices adjusted for real world costs. In 1999, he developed two options writing indices for the Montreal Exchange and regularly authors options commentary at the Mx Web site. Mr. Croft also developed the FundLine methodology, which is a graphic interpretation of portfolio diversification that defines what elements of diversification a specific mutual fund brings to the portfolio. He also developed an index for rating the performance of fund managers; the proprietary model known as Manager Value Added Index (MVA Index). In 1999, Mr. Croft co-developed a portfolio management system designed to provide registered advisors at Charles Schwab Canada with a defensible long-term investment program that could be marketed to Charles Schwab clients worldwide. He authors a regular market commentary column on E*TRADE that appears each Tuesday. Mr. Croft is also a regular contributor to the MoneyLetter, where his articles focus on utilizing individual stocks, mutual funds, and exchange traded funds within a portfolio model. Most recently, he co-authored Protect Your Nest Egg, a Canadian bestseller on portfolio building. Richard Croft has joined Gordon Pape Enterprises as the associate publisher of The Internet Wealth Builder and The Income Investor.


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