Mr. Neiman is a Partner, Chief Financial Officer, the Portfolio Manager of the Neiman Large Cap Value Fund (NEIMX) and the Neiman Balanced Allocation Fund (NBAFX). He is also a partner of Neiman Funds Management LLC, an SEC Registered Investment Advisor. Prior to helping form Neiman Funds Management LLC, Dan was co-partner of Neiman Capital Management LLC, which managed both individual client accounts and the Neiman Large Cap Value Fund.
As a registered investment advisor representative, Dan has managed equity, ETF and mutual fund portfolios for individual clients since 2000. Using a bottom-up approach to investing for the flagship Neiman Large Cap Value Fund, learned from his father, Harvey, he focuses on searching for fundamentally strong companies that pay a dividend and have healthy call option premiums*. His goal in any market is to help protect on the downside while seeking potential to participate on the upside.
A third generation San Diegan, Dan is an active member in the community. He went to La Jolla High School and earned a degree in Finance from Humboldt State University. He has studied investments and the markets since the early 1990s. Dan also played football and volleyball at Humboldt State and currently competes in professional beach volleyball tournaments across the country.
*Premium – The total cost of an option.