Frank Barbera
Market Technician
Manager of the Caruso Fund
Editorial Archive

Frank Barbera is currently the Co. Manager of the $35 Million Caruso Fund based in Los Angeles, California, a hedge fund which seeks to make gains trading precious metals, stocks and currencies. A technician at heart, Frank began his career in the early 1980s working with John Bollinger, Bill Griffith and Susan Herrera at Financial News Network in Los Angeles. After FNN, Frank did a 10-year stint as the on-air market analyst for KWHY TV in Los Angeles where he presented current commentary on diverse subjects including the economy, and all of the global financial markets. Frank exited technology stocks in the 1^st week of March 2000, a call which earned him his first money management position at The Kavanaugh Fund in Santa Monica, a hedge fund subsidiary of Goldman Sachs. Frank's technical work on Gold and Gold Stocks is considered among the best in the industry and he has spoken at a number of investment conferences and been quoted widely in the Financial Press.

Clyde Kendzierski
Managing Director
Financial Solutions Group
Website

Clyde Kendzierski is an Investment Advisor registered with the Department of Corporations. He also holds a Masters Degree in Economics. Since the mid 1970’s, he has been employed by major California banks as a money manager and bond trader, managing accounts as large as 1.7 billion dollars.

Following the largest municipal bankruptcy in history (Orange County, California), Clyde was appointed to the Treasury Oversight Committee to establish investment policies to prevent similar debacles in the future.

In the early 1980’\s Clyde created an investment program for the management of his personal funds. This program seeks to capture 70% of the gains of a rising stock market and avoid 70% of the losses when the market declines, and is aptly named the 70% Solution.

Jim Welsh
Advisor
Welsh Money Management
Link

The Advisor for Welsh Money Management is E. James Welsh (born February 25, 1950), Graduate of St. Thomas College, St. Paul, Minnesota, Sociology degree, and 1972. Mr. Welsh entered the investment securities industry in 1979 as an account executive with Blunt, Ellis, & Loewi. In 1981, he started the training program for investment executives and was named Vice-President of Investment Marketing in 1983. Mr. Welsh's research into the effect of financial liquidity on stock and bond prices began in 1978 and resulted in the Monetary Composite in 1984. His research into quantifying market momentum through the use of technical analysis resulted in the development of the Intermediate Trend Indicator in 1989.

Mr. Welsh makes all the investment decisions. His own money is invested in the program and is moved when client money is moved. His market and economic views have been quoted in Barron's, a national business publication, the San Diego Tribune, Income Digest, and the Dick Davis Digest. He has been interviewed frequently on San Diego business talk shows, the Business Channel in Chicago, and WEBfn.com.