Target Efficiency in Your Portfolio, 

Like You Would in Your Business, Endowment or Family Office,  

Because, Inefficiency can delay or fail your goals.

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What is Portfolio Efficiency? 

How would you achieve it?

Are you missing this crucial element?

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  • You cannot recoup your time-loss-to-breakeven. 
  • Here, Efficiency is the goal of maximum productivity with minimum waste. 
  • It's a key part of your plan to compound over time.

Efficiency Targets Broad & Deep Exceptionalism in:

Global Data,

Risk Identification &

Capital Placement.

  • The problem is, most advice is not fully efficient.
  • This stands in the way of your independence, Freedom & Goal Achievement.

Be proactive now. before a loss, not after,

because your money & efficiency matter.

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Click to Reach Out for an efficiency discussion, before a Proof-by-Loss Event.

(All contacts, calls & reviews are no obligation)

- Out of necessity to cut through spin,

- I founded an efficient investment system,

- That helps guide you.

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It's designed to be the most unique,

High quality investment process,

Comfortably beyond your local broker team.

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You deserve this.


Reach Out, Find Out More.

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Most teams lack the understanding & experience in capital placement.

I understand.  It can be stressful.

However, You have a solution.

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What if, you could save time,

De-stress &

Find the quality process that you deserve?

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Position Efficiency Maximization in your investment process.

The Plan here is to reach your goals, Early.

The complex work is done for you.

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It's easy to start the process:

Simply say, "Take this please, and do that with it"

(Yes, this is a common result).

 You're invited: Click Here/Reach Out to Start Your New Efficient Beginning. WealthStack EDGE Event 2023 Guest Speaker


Celebrating the 27th year of serving clients nationally.




It doesn't make sense to hire smart people

and tell them what to do;  


We hire smart people so they can tell us what to do.



-Steve Jobs,



Apple Co-Founder and former CEO

When You Start,

You go out and live your best life.

Your Process is Managed For You:

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The Portfolio First Process is a System of Investment Efficiency,

for Individuals and Institutions,

Based on Refined Data, Math, Risk Discovery & Institutional Exposure.

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In my 27th year, I've yet to see a process of this degree. 

It's available for you simply by clicking below. 

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All portfolio adjustments are heavily scrutinized for the highest quality standards of reinforced, data based, deep conviction decision making.

The Data Difference  

Founded on Data Distillation: The quality sourcing, screening, and categorization of global business, economic, and technical data.

The Infrastructure Difference

Exceptionally fluent, experienced data interpretation is paramount and focus is on Global Economic & Technical Factors as they relate to risk identification and investment behavior for the purpose of portfolio construction and advisory.

The Process Difference

Your plan includes a tailored dynamic, multi-asset investment system, designed to be risk appropriate and opportunistic through all cycle phases with efficiencies well beyond static buy and hold.

Keeping it simple, I do this for you.

Data Focused • Critically Thought • Investing

Your visit today is greatly appreciated. 

I feel strongly that this process can be your plan's game changer.

Best regards,

Patrick T Bulger

Call/Email, Because You Deserve This Level of Process.


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Believer in: Math is Truth & Statistics Get Spun. Exceptional Conviction Decisions Only. Trust, Dependability, and Communication. Learning is Growing. Always be Learning. Passion for what I do is an understatement, healthy living & endlessly pursuing efficiency and data.

Talks about: Your Independence, Early to Your Goals, Know Your Data, Behavior of Invested Capital & How To Avoid a Proof-By-Loss Event.


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