Timothy Johnson is a financial advisor with Bard Associates Inc in Chicago, IL, holding 27 years of industry experience. He has been with Bard Associates since 1983, contributing to the firm for over four decades. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, as well as advising partners in its affiliated private pooled vehicle, the Bard Micro-Cap Value Fund L.P. The firm employs a long-term, buy-and-hold strategy focusing on smaller-company stocks for growth and a mix of defensive instruments tailored to client risk tolerance, with investment decisions based on fundamental analysis and ongoing asset allocation adjustments.

Michael Demaray is a CFA® charterholder with five years of industry experience. He is currently with Bard Associates Inc in Chicago, IL, and previously worked at Elevated Capital LLC for 14 years and AEG Partners for one year. He is the owner and general partner of entities that are currently being wound down and does not devote time to these during the work week. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, employing a long-term, buy-and-hold investment approach with a focus on smaller-company stocks and defensive instruments tailored to client risk tolerance. The firm also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle, and uses fundamental analysis alongside limited derivatives and margin strategies in certain accounts.

Wendi Svitak is a CFP® professional with seven years of industry experience. She currently works at Bard Associates Inc and has prior experience at The Retirement Network Ltd, LPL Financial, and Morgan Stanley. Outside of her advisory role, she provides administrative support to independent investment advisor firms. Bard Associates, Inc. offers discretionary portfolio management and portfolio-monitoring services to a range of clients including individuals, IRAs, trusts, and charitable organizations. The firm emphasizes a long-term, buy-and-hold investment strategy focused on smaller-company and micro-cap equities, and also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle closed to new investors.