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Profile
Mr. Louis B. Llanes is Vice President & Senior Portfolio Manager at The Private Client Reserve.
Mr. Llanes was previously with Blythe Lane Investment Management Corp before joining The Private Client Reserve in May 2009.
Prior to founding Blythe Lane in 1991, he worked as a Portfolio Manager for MBT Financial and an Investment Consultant for Everen Securities (now Wachovia Securities).
He is active in the investment management community including serving several chair positions for the Denver Society of Security Analysts.
He is also a contributing author in The Handbook of Risk Management published by John Wiley.
Mr. Llanes holds both the Chartered Financial Analyst and Chartered Market Technician designations and earned his BS in Finance from the University of Colorado at Denver.
He earned his MBA from the University of Denver-Daniels College of Business.
Former positions of Louis B. Llanes
| Companies | Position | End |
|---|---|---|
Centric Investment Group, Inc.
 Centric Investment Group, Inc. Investment ManagersFinance Centric Investment Group's asset allocation is based on research supporting investing in a diversified portfolio to lower the overall risk structure and to enhance returns. As changes in the economy unfold, the firm tactically shifts their allocation toward undervalued securities and reduces in areas that are not as attractive. Their tactical shifts are limited and monitored to keep portfolios within a reasonable range of risk and return based on the parameters of the investment policy. Typically the range is between 20% and 30% of Centric's long-term strategic allocation given normal capital market conditions. The firm's approach is to select individual securities based on an analysis of discounting cash flows and assessing risk. We based our process on a wide-body of empirical research that support the outperformance of equity securities based on attractive valuation metrics such as price-to-earnings, price-to-cash flow, market-to-book, and above-average dividend yields. | President | 30/04/2009 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Portfolio Manager-Equities | - |
| MBT FINANCIAL CORP. | Corporate Officer/Principal | - |
Training of Louis B. Llanes
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
MBT Financial Corp.
 MBT Financial Corp. Regional BanksFinance Operates as a bank holding company | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Centric Investment Group, Inc.
Centric Investment Group, Inc. Investment ManagersFinance Centric Investment Group's asset allocation is based on research supporting investing in a diversified portfolio to lower the overall risk structure and to enhance returns. As changes in the economy unfold, the firm tactically shifts their allocation toward undervalued securities and reduces in areas that are not as attractive. Their tactical shifts are limited and monitored to keep portfolios within a reasonable range of risk and return based on the parameters of the investment policy. Typically the range is between 20% and 30% of Centric's long-term strategic allocation given normal capital market conditions. The firm's approach is to select individual securities based on an analysis of discounting cash flows and assessing risk. We based our process on a wide-body of empirical research that support the outperformance of equity securities based on attractive valuation metrics such as price-to-earnings, price-to-cash flow, market-to-book, and above-average dividend yields. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Finance |
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