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Richard T

CFP®, Series 65

Louisville, KY

Investment Answers

Richard Terlau is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Investment Answers in Louisville, KY, and has held leadership roles in related enterprises including Brookstone Financial, LLC and Investment Answers Media, Inc., where he oversees the development of educational financial content. Investment Answers provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a combination of technical and fundamental analysis with long- and short-term trading strategies. The firm employs three model portfolios tailored to client goals and risk tolerance, conducting regular portfolio reviews and delivering monthly statements.

Active portfolio management Private / alternative investments
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