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Broadcast Letter To Recruiters For Financial Analysis/Portfolio Management

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1341 Scottsdale | Winnetka, Illinois 60093
H: 312-446-2192 | C: 312-456-2822 | eortt@hotmail.com

August 24, 20––

Mr. Howard Welshans
Search Associates
Eagle Square
New Hope, PA 18938

Dear Mr. Welshans:

Your firm, Search Associates, has been most highly recommended by a respected associate for the excellence of your searches in the financial area. My background (University of Chicago MBA, plus a CFA) and record with the Amoco Pension Fund qualify me as either an analyst or portfolio manager. Some of my background follows:

  • Compiled a seven-year record of 17.1% compound growth compared to the S&P growth of 10% compounded;
  • Made investment and divestment decisions for up to a quarter of a $450 million fund covering over 30,000 employees by using a capital asset pricing model (CAPM), a University of Chicago state-of-the-art financial management tool;
  • Achieved the best record of five managers in the Amoco Fund which was chosen as the No. 1 large in-house managed corporate pension plan in the country for one-year and three-year periods ended June, 19-;
  • Some of my stock picks: Waste Management, up 138% in 9 months; Newhall Land and Farming, up 106% in 3 years; Getty Oil, up 88% in 2 years and 7 months.
We had the best record in the country, and I had the best record in the group. This record is the more remarkable since I had primarily cyclical areas in a growth-oriented operation. Institutional Investor recognized this accomplishment in an article on the top performing money managers in the country in November, 20––.

I mainly followed oil and gas production, gas transmission, chemicals, metals and mining, conglomerates and special situations. I was highly successful in selecting issues that showed special promise for capital appreciation. I used the Capital Asset Pricing Model, Wall Street research, company management interviews, trade journals, and industry- and brokerage-sponsored conferences to make security selections. As a result, I dramatically outperformed bull markets on the upside and declined less than the average on the downside.

Does your client need someone who can make money for his investment portfolio? Please call me at 312-446-2192 and we can continue our discussion.

Yours truly,

Edward M. Ortt


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William S. Frank, M.A.,
25 Reasons I love consulting.
by William S. Frank
  1. Brand. You are your own brand, and you can define it any way you want. For many years, I provided outplacement to the ex-employees of Schlumberger, the world's largest oilfield service corporation. When departing employees left the company, they didn't request outplacement in their severance package. They said, "I want Bill Frank."
  2. Demand. The world will always be full of terrible problems that need solving.
  3. White Hat. I can be a helper and get paid for it.
  4. Pay. I can be paid to do things I'd gladly do for nothing.
  5. Variety. Every day is different.
  6. Happiness. At this stage of my career, I only work for people I respect and care about. If a client micromanages me or is otherwise no fun, I complete the assignment and replace them.
  7. Talent. I'm using 110% of my talents and stretching myself to the max.
  8. Change. I can change my focus any day I want. If you're a McDonald's franchisee, you don't say, "Hey, I've got this great idea for a meatball sandwich—let's try it out today." In consulting you can adjust your focus hour-by-hour, as long as your clients still understand and appreciate what you do.
  9. Income. No one else would pay me as much as I pay myself.
  10. FUN. I can't think of anything I'd rather be doing.
  11. Retirement. I can write and consult as long as I am physically and mentally capable. Peter Drucker worked into his 90s, and when asked which book was his best, he said: "My next one."
  12. Job Security. Although clients come and go, no one can come into my office and say, "Pack up your stuff . . . You don't work here anymore." In 29 years, I've only had one employer: ME.
  13. Travel. I don't have to travel unless I decide to. I travel if it's both FUN and profitable—or at least FUN.
  14. Commute. I live five minutes from my office, a corner office in an upscale six-story tower. In winter, I leave a heated garage at home and drive to an underground heated garage at work. There's seldom time to hear even one song on the radio.
  15. Vacation. Consulting is more fun than vacation (except on Wailea Beach in Maui).
  16. Friends. I have developed hundreds of close acquaintances and several lifetime friends.
  17. Time. I can work as much or as little as I like: four-hour days or 18-hour days. (Of course, my income will reflect that.)
  18. Employees. I can work with employees, subcontractors, partners, or alone—I've done it all.
  19. Passive Income. I've developed several products that provide "mailbox money." I earn while I'm sleeping.
  20. Ethics. I've never had to violate my values or personal code of ethics. I've never had to lie, purposely deceive or harm others, or promise things I can't deliver. I go to bed with a clear conscience. That doesn't mean there's never any conflict. But the conflict is conducted according to generally accepted business practices.
  21. Virtual. My career is fairly portable. With the Internet, e-mail, cell phone, and FedEx, I can work nationally, even internationally from my office—or anywhere in the world.
  22. Purpose. I make a difference in peoples' lives every day. I see it in their faces, hear it in their voices, and read it in their thank-yous.
  23. Experience. Every painful or joyful life experience makes me a better consultant. So does every person I meet or book I read. Grey hair can be good in consulting.
  24. Structure. I have to work very hard, and the clients expect superb results—but I get to structure my days, weeks, months, and years.
  25. Boss. Most of the time, I love my boss.
As I was posting these letters online, I realized I want to communicate my love for consulting. It's just a great business. The single letters, taken together, may create a picture of enjoyment, but in a burst of creativity I listed some of the reasons consulting is such a good fit for me—and perhaps for you, too. They are not prioritized; this is just how they came out.