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Profil
Daniel David Neiman is the founder of Peak Reps LLC.
Current jobs include Chief Investment Officer at Independent Solutions Wealth Management LLC since 2008 and President at Neiman Funds Management LLC since 2009.
Former job includes Vice President at Neiman Capital Management LLC from 2003 to 2008.
Education includes an undergraduate degree from California State Polytechnic University Humboldt, conferred in 1999.
Postes actifs de Dan Neiman
| Sociétés | Poste | Début |
|---|---|---|
Neiman Funds Management LLC
 Neiman Funds Management LLC Investment ManagersFinance Neiman Funds’ Fund seeks long-term capital appreciation and invests primarily in large-cap dividend stocks that they believe are undervalued and have the potential for capital appreciation. The Fund will sell covered call options against a portion of the stocks in the Fund’s portfolio. Investment selection is based on fundamental analysis, using a combination of value metrics to screen for stocks., | Directeur Général | - |
Peak Reps LLC
 Peak Reps LLC Financial ConglomeratesFinance Provides financial services | Fondateur | - |
Independent Solutions Wealth Management LLC
 Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions uses both fundamental and technical methods to analyze the securities in which they invest client accounts. They believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help the shareholders reach their long-term investment objectives. The firm constructs a fully diversified portfolio that includes a broad array of asset classes managed by the best and brightest managers that fit with their investor's tolerance for risk. | Directeur en chef des Investissements | 01/01/2008 |
Anciens postes connus de Dan Neiman
| Sociétés | Poste | Fin |
|---|---|---|
Neiman Capital Management LLC
 Neiman Capital Management LLC Investment ManagersFinance Neiman Capital Management manages the Neiman Large Cap Value Fund. The Fund invests primarily in the common stocks of undervalued companies with a market-cap of $5 billion or more. In general, the Fund invests at least 80% of its net assets in the common stocks of large-cap companies. The Fund may sell or write covered call options against the stocks in its portfolio. The Fund is a non-diversified portfolio. Neiman tends to invest in the stocks of US and Canadian companies in the consumer non-durables, energy minerals, utilities and transportation sectors. | Analyst-Equity | 31/12/2008 |
Formation de Dan Neiman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Neiman Capital Management LLC
Neiman Capital Management LLC Investment ManagersFinance Neiman Capital Management manages the Neiman Large Cap Value Fund. The Fund invests primarily in the common stocks of undervalued companies with a market-cap of $5 billion or more. In general, the Fund invests at least 80% of its net assets in the common stocks of large-cap companies. The Fund may sell or write covered call options against the stocks in its portfolio. The Fund is a non-diversified portfolio. Neiman tends to invest in the stocks of US and Canadian companies in the consumer non-durables, energy minerals, utilities and transportation sectors. | Finance |
Humboldt State University
 Humboldt State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Independent Solutions Wealth Management LLC
Independent Solutions Wealth Management LLC Investment ManagersFinance Independent Solutions uses both fundamental and technical methods to analyze the securities in which they invest client accounts. They believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help the shareholders reach their long-term investment objectives. The firm constructs a fully diversified portfolio that includes a broad array of asset classes managed by the best and brightest managers that fit with their investor's tolerance for risk. | Finance |
Neiman Funds Management LLC
Neiman Funds Management LLC Investment ManagersFinance Neiman Funds’ Fund seeks long-term capital appreciation and invests primarily in large-cap dividend stocks that they believe are undervalued and have the potential for capital appreciation. The Fund will sell covered call options against a portion of the stocks in the Fund’s portfolio. Investment selection is based on fundamental analysis, using a combination of value metrics to screen for stocks., | Finance |
Peak Reps LLC
Peak Reps LLC Financial ConglomeratesFinance Provides financial services | Finance |
