It was this time last year that I launched the Roen Financial Report in hopes of providing valuable investment information to a broader audience. After more than 15 years of experience as a professional portfolio manager, I wanted to create a news letter that would foster an independent voice and give sensible advice in a time of extreme financial uncertainty. My goal was to provide a clear snapshot of possible opportunities within the market based on numerous mainstream and specialty media reports. This May 2010 issue marks my first successful year of publication.

During a crippling market downturn, I offered sound advice that my readers could act on with confidence when many professionals had little stomach left for recommending investments. Specifically designed around finding high-quality companies in the field of energy alternatives, the Roen Financial Report formulated a dynamic portfolio of key companies working to decrease dependency on foreign oil while reducing pollution. Since the flagship edition, 84% of the stocks selected have had positive returns (listed below), and over half of all company picks posted better than 40% gains.

The goal for the Roen Financial Report over the past year has been to present expert content in a useful, affordable newsletter. Going forward, I will continue to search out and analyze the best information available that will help me create and share new ideas about high-quality companies and mutual funds. A warm thank-you goes out to my valued subscribers.

If you are interested in learning more, click here to download a free sample.

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