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Biography

Jerry Slusiewicz has over two decades of professional investment experience.  He has worked with individuals and institutions to manage monies for both short and long-term investment horizons. This extensive experience through various stock and bond market cycles enables him to offer a unique blend of professional investment counsel and personal service.

Jerry's engineering background has helped him develop investment methods that combine both fundamental and technical analysis.  He uses a "defensive style" when it comes to investing, as he believes that it is not what you make but rather what you keep that counts.

Jerry uses humor and analogies when writing to attempt to communicate on all levels of investor sophistication.  He was the former host of his own call-in radio program where listeners ask on-air questions about investing. He also writes about life issues including retirement, inheritance, estate planning, money management, divorce, financial abuse, and children's education.

Very active in his community, Jerry serves on the Orange County Treasurers Advisory Committee, which oversees $7 billion in county funds, was the former Chair of the City of Laguna Niguel's Investment, Banking, and Oversight Board, and currently serves as the Chair of the Laguna Niguel Planning Commission.  He also coaches and referees for his local youth sports leagues.

Jerry lives in Laguna Niguel with his wife and two children.

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