The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
General Investing >> Money Manager Interviews >> December 11, 2015

Large-Cap Value Investing Using a Unique Risk Mitigation Strategy

Neiman, Dan
Dan Neiman is a Partner and Chief Financial Officer of Neiman Funds Management LLC, an SEC registered investment adviser, and the Portfolio Manager of the Neiman Large Cap Value Fund and the Neiman Balanced Allocation Fund. Prior to helping form Neiman Funds Management LLC, Mr. Neiman was Co-Partner of Neiman Capital Management LLC, which managed both individual client accounts and the Neiman Large Cap Value Fund. Mr. Neiman is a Partner, Chief Investment Officer, Chief Financial Officer and Portfolio Manager at Independent Solutions Wealth Management, LLC, an SEC registered investment adviser. As a registered investment adviser representative, Mr. Neiman has managed equity, ETF and mutual fund portfolios for individual clients since 2000. Using a bottom-up approach to investing for the flagship Neiman Large Cap Value Fund, learned from his father, Harvey, he focuses on searching for fundamentally strong companies that pay a dividend and have healthy call option premiums. His goal in any market is to help protect on the downside while seeking potential to participate on the upside. A third-generation San Diegan, Mr. Neiman is an active member in the community. He went to La Jolla High School and earned a degree in finance from Humboldt State University. He has studied investments and the markets since the early 1990s. Mr. Neiman also played football and volleyball at Humboldt State and currently competes in professional beach volleyball tournaments across the country. Profile
TWST: Why did you decide to establish Neiman Funds?

Mr. Neiman: My father Harvey and I started Neiman Funds in 2003. We were a small advisory firm in San Diego,

Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc

Register for a Free Account to gain greater access to The Wall Street Transcript right now

CEO INTERVIEWS
Interview with the CEO: Pasithea Therapeutics Corp. (NASDAQ:KTTA)
Interview with the CEO: BetterLife Pharma Inc. (OTCMKTS:BETRF)
Interview with the CEO: Cansortium Inc. (OTCMKTS:CNTMF)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
AI Opportunities Expand to Industrial, Utilities and Energy Sectors
India Fund Manager Expects Discretionary Spending to Grow
Inefficiency in Ex-US Markets Creates Opportunity to Buy at a Discount
ANALYST INTERVIEWS
Five Companies Dominate in Psychedelics-Based Drug Development
Cidara’s Long-Acting Antiviral Drug Could Be a Game Changer
Spotting Potential in the High-Risk, High Reward Neuroscience Space
Since 1963
© The Wall Street Transcript 2016, 2024
Terms and Conditions
Privacy Policy