Jeff DeMaso (RSS)
Jeff DeMaso works directly with Dan Wiener to research and write the award-winning Independent Adviser for Vanguard Investors newsletter, as well as its annual companion publication, the Independent Guide to the Vanguard Funds, a reference book profiling each of Vanguard’s mutual funds, ETFs and annuities with detailed statistics, analysis and recommendations.
Jeff also leads the analyst team for Adviser Investments, LLC, helping to oversee $2.7 billion in assets. Prior to that, Jeff helped manage the research team of Kobren Insight Management from 2005 until its 2011 acquisition by Adviser Investments. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
The Independent Adviser for Vanguard Investors is a monthly newsletter offering investors the unvarnished truth about Vanguard funds. By targeting a “chosen few” of Vanguard’s best funds, Dan Wiener and Jeff DeMaso’s model portfolios routinely beat the S&P 500.
Focus: Mutual Funds & ETFs
Investor Profile: Any
Frequency: Ratings published monthly
Service Features: click here
Dan Wiener and Jeff DeMaso's Independent Vanguard Fund Analyzer makes it quick and easy to spot which Vanguard funds are ideal for your investing goals. Log on anytime to give your Vanguard portfolio a “check up,” assessing risk, returns, management, turnover and more — in seconds.
Focus: Mutual Funds & ETFs
Investor Profile: Any
Frequency: 24/7 online access
Service Features: click here
