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Blair Applegate*

Blair Applegate*

Investment Advisor

Mr. Applegate has previously served as an Investment Consultant with Peter Schiff, Euro Pacific Capital and the Euro Pacific Asset Management team to provide investment portfolios for investors seeking income, asset appreciation and a diversified portfolio of stocks, bonds and precious metals. These portfolios used stocks, bonds, ETFs, Mutual Funds and Separately Managed Accounts for High Net Worth individuals. The portfolios contained international non dollar denominated investments and were traded in countries like Canada, Norway, Sweden, Germany, Finland, Switzerland, Latin America, Brazil, Japan, Singapore, Hong Kong, Taiwan, Australia and New Zealand and the Emerging Asia markets. The influence of currency markets, central bank monetary policy and GDP growth trends were central to the execution of the investment strategy.  Mr. Applegate also worked with Monex Precious Metals in Newport Beach, CA which provided vaulted storage, trading and delivery of precious metals bullion bars and coins of gold, silver, platinum and palladium for clients.  Mr. Applegate also worked as a Wholesaler for Steadfast Capital Markets which provides Real Estate Investment Trusts and Debentures in apartments and commercial property for investors seeking ownership of income producing assets.

 

Mr. Applegate has a Bachelor of Art's Degree in Political Science from San Diego State University.  He carries the Series 7 (General Securities Representative), 63 (Uniform Securities State Law Exam) & 65 (Investment Advisors Law Exam) licenses and also the California Insurance and Real Estate Licenses.  He enjoys the ocean, arts, and sports and is the #1 fan of his singing wife.  They live in Aliso Viejo, CA.