Wealth Advisor
Lee Nysted

Fax: 847-295-6261
Background & Experience
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How I Can Help You
Lee is a senior portfolio manager; Lee has three primary models:
Economic Thesis: Nysted Design and Calculus of the Foundation Structure
Taxable fixed income LAN1
The portfolio consists of various fixed income vehicles, not the least of which are individual bonds, preferred shares, exchange listed funds (CEF’s and ETF’s) Cash flow is a primary driver in this portfolio. The use of zero coupon bonds will be used to assure that future valuations of the portfolio will rise regardless of the direction of interest rates. It is axiomatic that a discount bond matures at par provided that the credit worthiness of same is good to the day of said maturity. The benchmark for this portfolio will vary depending on the design and goals of the client for which the portfolio is designed. I manage duration as an ongoing exercise. This is the most important element in all of my fixed yield asset management.
Tax exempt fixed income LAN2
Tax exempt bonds notes and zero coupon bonds are used, as well as, exchange listed funds (CEF’s and ETF’s.) Income is paramount as is the ability to buy securities at a discount to par value and NET ASSET VALUE. The benchmark for this portfolio will vary depending on the design and goals of the client for which the portfolio is designed. I manage duration as an ongoing exercise. This is the most important element in all of my fixed yield asset management.
Equity income LAN3
The foundation of this model comes from a design based on a very simple calculus. I seek companies that have a history of raising their dividends by 10% per year; at least 5% per year over the last 5 years. My current universe of common stocks is approximately 80 companies. The benchmark for this portfolio will vary depending on the design and goals of the client for which the portfolio is designed. I do NOT own companies that do not pay dividends. 70% to 75% of all equity returns for the last 200 years would not exist without dividends.