Joe Mertes received an undergraduate BS degree in Political Science from Belmont Abbey College and a Master of Business Administration Degree from Wake Forest University. He began his career in private equity, building a venture capital firm that specialized in the analysis, structure and acquisition of various business entities. Capital formation, strategic business planning and control functions were key areas of responsibility. From venture capital Joe moved into working with troubled businesses through the restructure of balance sheets and capital formation. In each of these ventures he derived strategic plans based on an understanding of the development of various markets.
In 1987 Joe concentrated on investing, trading techniques and money management. Over the last twenty years he has managed significant accounts for investors, and consulted with notable funds. Currently he is responsible for the training and education of individual investors globally. Joe has assisted traders, investors and institutions on the importance of establishing a business approach to the trading arena. He is currently chief investment officer of a small hedge fund, consultant, educator and author.
Joe is a managing partner of Joseph James and a partner in Growsmart Capital.
YEARS OF EXPERIENCE
GrowSmart Capital LLC was formed in 2017 as an investment analysis, recommendation service and as the Managing Member of Intuitor Capital LLC. GrowSmart seeks to give subscribers an edge in the financial markets through an understanding of financial instruments price development, along with an analysis of the structure of that development. All investments are made in stocks, ETFs, or other liquid investments traded on the US Stock Exchanges. Market analysis with each recommendation is provided to clients. The common process for analysis is:
• Identify companies whose stock is in a development phase, whether it is moving higher or lower.
• Analyze the structure of the development to determine if the price move is strong and strengthening or weakening.
• Provide the opportunity to gain from both rising and falling prices.
• Deliver recommendations, entry signals, stop management and exit strategies.
The recommendations target the more active investor, who would intend to hold positions from one day to longer, should the price development continue. Strategies developed are geared to the short to intermediate term trader/investor.
The recommendations are designed for use within an existing portfolio or as individual portfolio components in a broader, more
diversified investment strategy. In this way clients have recommendations that complement their existing investments
Aslan Capital LLC was formed in 2010, as a North Carolina Limited Liability Company. It is operated for the purpose of making investments in publicly traded stocks, futures, and in making short term financing loans to small businesses. The firm has various investments in the financial markets and in short term lending opportunities. Aslan Capital LLC is seeking additional investment opportunities in the publicly traded markets, real estate, business acquisition and business financing.
For planning purposes, all investments are made with three intended objectives. The first is the opportunity for return. The second is risk tolerance. Finally, the third is the ability exit the investment in a short period of time. These three objectives allow the Company to achieve acceptable returns, and have access to their funds in a short period of time if necessary.
This Limited Liability Company was formed in 2017. GrowSmart Capital LLC is the Managing Member and provides all analysis, advice and management for the company’s investment portfolio. The purpose is to provide a capital base that will trade and invest in liquid, publicly trade, US financial instruments. Each of the recommendations made by GrowSmart to its subscribers are also invested by Intuitor Capital LLC.
The company was formed for the purpose of allowing investors with large investment accounts the ability to take advantage of the analysis and management provided by GrowSmart Capital LLC. Through the use of hedged positions, options trades and the ability to short selected stocks, the Company believes it can generate returns for its investors that are above average and more particularly during market corrections.
Selah Capital LP was formed in 2006. Joseph James LLC and Joe Mertes were instrumental in the formation, capital formation and management of this investment partnership. It was originally formed as a Delaware Limited Partnership. The Partnership operated from 2006 until 2014. The fund operated through the trading of financial instruments, short term loans to various businesses and in the funding of start-up companies that excelled in their business planning and management philosophies.
Joseph James LLC provided the investor base to fund the Partnership and was key in the investment management decision process.