Daniel J. Moore, CMT®
Partner & Chief Investment Officer, Tulsa Wealth Advisors
(918) 858-2803 | firstname.lastname@example.org
Daniel Moore is a founding Partner & Chief Investment Officer at Tulsa Wealth Advisors. He is a Chartered Market Technician with over 25 years of experience in the financial services industry.
Dan is primarily responsible for developing portfolio strategy based on his on-going analysis of all aspects of the economy and the markets. He works closely with Mike Mazzei, CFP®, and other advisors with analysis and recommendations for their client portfolios. Dan also oversees the due diligence process for all potential portfolio investments.
Dan is the creator of the Dynamic Asset Allocation Program™, an asset allocation process designed to help clients develop and implement a diversified, proactive investment strategy. Portfolio models are customized for each client based on income, conservative, moderate or growth objectives.*
The models are designed to correspond to changes in the economic and market cycles. Using technical trend analysis in conjunction with forward-looking assumptions on interest rates, inflation and corporate profits, The Dynamic Asset Allocation Program attempts to help clients minimize volatility and maximize capture ratios through each phase of the market cycle. Employing a diversified portfolio that is sensitive to the current market environment can, over time, potentially help clients achieve a level of return reflective to the risk they are willing to take.
Dan has three children and two grandchildren. He has served as treasurer for his church and school PTA, as well as Scoutmaster for a local Boy Scout troop. He currently serves on the advisory board of Operation School Bell through the Assistance League of Tulsa.
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