Fund Reference is owned and operated by Poseidon Financial, a publishing company with offices in Chicago and Fort Worth.
Meet the Fund Reference Team
Fund Reference was founded in 2015 by a team with extensive experience in the financial media. The team includes:
Editor in Chief, and Poseidon Financial CEO
Andy is an entrepreneur with a background in marketing and finance. He is passionate about the “Bogleheads” school of investing, and is focused on helping investors achieve higher net returns via tax efficiency and fee minimization.
Senior Analyst, and Poseidon Financial COO
Michael is a veteran of the financial media industry and has a background rooted in finance. His investment expertise has been featured in The Wall Street Journal, Barron’s, and USA Today, among other publications.
Managing Editor, and Poseidon Financial CFO
Jimmy is a veteran Internet entrepreneur with a background in economics. He is passionate about self-directed investing, and maintaining a well-diversified portfolio with low costs.
Our Mission and Vision
Fund Reference was conceived with the goal of providing world-class tools, education, and advice to help individuals and professionals better allocate their assets to securities that will efficiently accomplish their long-term investment objectives.
We believe that:
- The mutual fund structure maintains several inherent advantages that can make it an optimal vehicle for allocating assets as either core holdings of a portfolio or shorter-term tactical positions.
- Each of the two primary types of mutual funds, including index mutual funds and active mutual funds, may be appropriate depending on the goals of the investor and the characteristics of the asset class.
- Investors can reduce fees and maximize tax efficiency through a thoughtful analysis and review of the expense structures, share classes, management styles, and general methodologies employed by various funds.
We launched with the objective of helping our audience achieve their investment goals with better insight into the mutual fund universe.
Feedback and Updates
We welcome any feedback, suggestions, requests, or questions you have. If you’d like to get in touch, we can be reached at [email protected]
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