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WILLIAM A. WHATMOUGH is a Portfolio Manager as well as a Principal at Portfolio Strategies, Inc. (PSI) in Tacoma, Washington. Bill joined PSI in March, 1995. Prior to that, he spent over fifteen years in the insurance field as Vice President of Underwriting & Actuarial Services for a Blue Shield Plan. Among his duties, he was a member of the Investment Subcommittee of the Board of Directors where he helped to formulate investment policies and the selection of portfolio managers. In March 1991, he developed the global asset allocation model now called FUNDGUARD while at Portfolio Advisors Group (PAG) in Gig Harbor, Washington, whose assets PSI continues to manage today. He is ranked number one out 373 balanced money managers based on total return, risk and consistency for the past 3 and 5 year periods by Money Manager Review and is listed as one of Nelson's Worlds Best Money Managers. Bill received his B.S. degree in Mathematics from Hillsdale College, Hillsdale, Michigan in 1964 and has pursued graduate studies in Finance and Economics at Pacific Lutheran University. He and his wife Helen have lived in the Seattle-Tacoma area for 30 years where they enjoy foreign travel and collecting fine wines.
William A. Whatmough - Portfolio Strategies Inc
July 28, 1997 -

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