Len Martinez PhD CPA - President and Senior Portfolio Manager of Bull Valley Advisors. BVA Value Momentum Portfolio Strategy.

Len Martinez PhD CPA is President and Senior Portfolio Manager of Bull Valley Advisors.

Prior to establishing Bull Valley Advisors in January 2017, Len worked at Morgan Stanley for over 20 years. While at Morgan Stanley, he served as Branch Manager of the Lake Forest and Crystal Lake Illinois offices, as well as Portfolio Manager in the Barrington Illinois office.

Len is a Certified Public Accountant and a Certified Financial Planner (retired), with over 40 years experience in the Financial Field.

He holds a PhD in Finance from Charter University, a master's degree in taxation from DePaul University and a bachelor's degree in accounting from Northern Illinois University. Len is also a graduate of the Certified Financial Planner Program at The American College in Bryn Mawr PA.

Len is prior Corporate Controller and Chief Accounting Officer at Safety-Kleen Corp (NYSE SK) in Elgin, Illinois; and past president of the Safety-Kleen Federal Credit Union.

Len has in the past served in the following positions: President of the McHenry County Illinois Catholic Education Foundation; School Board President of the Montini Catholic School in McHenry, Illinois; Board of Directors member of the Catholic foundation for the people of the Diocese of Rockford, Illinois; Board Member of Saint Patrick's Catholic Church in McHenry, Illinois; and member of the McHenry County, Illinois Zoning Board.

Len and his wife Mary Ann have been active in fundraising activities for Marian Central Catholic high School in Woodstock, Illinois.

Bull Valley Advisors

BVA Value Momentum Portfolio Strategy

Bull Valley Advisors is a Financial Consulting and Investment Research Firm. Len Martinez publishes the ''Bull Valley Advisor'', a stock market newsletter focusing on Len's BVA Value Momentum Portfolio Strategy. 

Since the 2008 financial crisis and ensuing great recession, central banks around the world, including the US Federal Reserve, have flooded the markets with trillions of dollars of cash, simply by printing money. This has provided the liquidity to drive markets in the US to all-time record highs. In many cases stocks have risen to levels which are far beyond their estimated fair value.

These actions by the US Federal Reserve and other central banks have served to support both the economy and markets around the world. These actions, however, have also resulted in a global level of debt far higher than anything seen before in history. Given this high level of debt, it remains to be seen how markets will fare during an economic downturn.

Len's BVA Value Momentum Portfolio Strategy calls for investing in those stocks which have a price that is significantly below their estimated fair value. 

The methodology also provides a systematic exit strategy in the event of a decline in the individual stock, or as a result of a general market decline.

Institutional Subscribers to "The Bull Valley Advisor" receive 12 monthly email newsletters showing the current 20 stock holdings with individual returns since purchase; a historical list of gains or losses for each stock sold and a presentation of portfolio returns year-to-date and since the start of the portfolio.

The Strategy consists of 20 individual stocks trading on the US market exchanges. The strategy calls for investing in stocks trading at a significant Price to Fair Value discount. Fair Value is calculated using a five-year discounted cash flow method. When added to the list, stocks must have both daily and weekly positive Price Momentum. Stocks are considered for sale if the current price significantly exceeds the current estimated Fair Value, and/or the daily and weekly Price Momentum turns negative. Stocks may also be considered for sale when more attractive opportunities are presented.

Len Martinez PhD CPA

Bull Valley Advisors

President

7116 Lexington Lane

Fox Lake, IL.   60020

Phone: 815-839-3162

Email: lenmartinez@bullvalleyadvisors.com

Web Site: www.bullvalleyadvisors.com

Len Martinez Blog: lenmartinezbva.blogspot.com

Len Martinez Podcast: Listen and subscribe on Anchor at:

anchor.fm/len-martinez-phd-cpa

You can also listen and subscribe to my podcasts on Google Podcasts, Apple Podcasts, Breaker, Radio Public and Spotify

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Institutional Investors - Be sure to visit my website to subscribe and ask for a free copy of the "Bull Valley Advisor" stock market newsletter:

www.bullvalleyadvisors.com

Len Martinez is a Financial Consultant. Information in the "Bull Valley Advisor” newsletter should not be considered as investment advice or an offer to buy or sell securities. Data is derived from sources considered to be reliable including Morningstar, StockCharts.com, YAHOO Finance, FINVIZ, TipRanks, Investing.com, ECRI, OECD, gurufocus, Crestmont Research, Trading Economics and S2O. Results are not guaranteed. Len Martinez is not an RIA. The data is shown for informational purposes and should not be considered investment advice or an offer to buy or sell securities.