Jacob Gotlieb: Taking Over Health Care Through Altium Capital

Jacob Gotlieb’s investment experience and prowess in tapping and investing in innovative healthcare technologies and treatment companies span decades. It has earned him respect in the alternative investment circles where he is considered a titan. He now has a new Investment vehicle, Altium capital that invests in healthcare companies which come up with disruptive health and medical treatment innovations.

Recent investments

His company recently acquired 5.6% of Oramed pharmaceutical shares after the firm developed a ground-breaking oral treatment alternative for diabetes. Through this new orally ingestible insulin capsule known as ORMD-0801, diabetes patients will no longer have to endure the pain associated with the common injectable treatment option. The firm has also developed an oral glucagon capsule that also promises to turn the life around for diabetes patients.

Besides Oramed, Jacob Gotlieb’s other recent ventures in healthcare include Amarin corporation, a firm that specializes in the development of lipid-based drugs aimed at helping improve cardiovascular health. Altium also invested in the replacement therapy focused, Oragenics Company. Oragenics has access to proprietary technologies that it intends to use in the development of powerful antibiotics to counter the drug-resistant bacterial strains associated with several infectious diseases.

More about Jacob Gotlieb

Gotlieb is a graduate of Brown and New York University where he graduated with a BA and an MD respectively. He is also a certified public accountant (CPA). Prior to establishing Altium, he was the brains behind Visium asset management, a hedge fund giant and a major player in healthcare investment.

Despite its success, Jacob was forced to close its doors after an insider scandal. However, his journey in investing and hedge funds began at Merlin New York where he was a portfolio manager. He later moved to Balysany asset management where he was famed for his massive portfolio gains but after a while decided to go solo and that was when he established Visium.

HCR Wealth Advisors’ Unique Approach

HCR Wealth Advisors is an investment advisory firm that is based in Los Angeles, California. The company and their executives have a unique approach to working with companies or individuals. They treat their clients like individuals and not like a statistic. The fact is that most wealth advisory companies are more interested in the statistical approach and not the human connection. HCR Wealth Advisors always places its clients in the forefront. The company’s goal is to work closely with the client and to help each and every client reach their financial goals with their guidance and advice.


Wealth Advisers Role

It is important to note that the average person might assume that a wealth adviser and a money manager perform the same type of tasks for their clients. Clearly, it is also important to understand the difference and the unique qualities that each provides to their clients. For example, HCR Wealth Advisors is a group of financial professionals who work very closely together to serveits clients, which include high net worth individuals. Therefore, strong communication is important. They discuss their client’s financial goals in depth and provide plans to reach their long-term goals. The money manager is quite different. They look at the client’s present financial situation and place their funds into a portfolio and are typically compensated based on performance.



Certainly, HCR Wealth Advisors goes far beyond the money manager. They are concerned about their clients’ long-term financial goals. HCR Wealth Advisors goes the extra step by customizing a plan for each client to reach their financial goals. HCR Wealth Advisors is known for using a customized 7 step plan for all their clients. This plan is vital in helping their clients reach their ultimate financial goals. Of course, HCR Wealth Advisors strongly believes in educating clients on investment strategies. In addition, HCR Wealth Advisors helps clients work towards reaching their financial goals with their investment advice.


HCR Wealth Advisors develops strategies to help clients reach their financial goals. In addition, HCR Wealth Advisors creates personalized financial strategies that go beyond the basic. Consequently, clients are assured of great client service. It is also important to note that the organization is registered with the Securities and Exchange Commission and operates in compliance with the agency’s laws and regulations.


HCR Wealth Advisors is not affiliated with this website.

Ted Bauman Reveals The Next Steps For Filing Taxes

Making the most of his more than 25 years of knowledge and skill, Ted Bauman shares his approach on the topic of the new tax plan for U. S. taxpayers, which will apply to income earned in 2018 and future years.

His advice takes in adjusting 2018’s mortgage interest and property taxes earlier than the end of 2017 as new thresholds and higher standard tax deductions may put an end to having that potential ability later on.

He urged people to finance their intended medical services in December and deduct them in April. Bauman also reminded people to collect receipts for all donations and he advocated making philanthropic contributions earlier than January 1, 2018.

Learn more at Seeking Alpha about Ted Bauman

Bauman advised purchasing cars before the end of December and to be sure to keep the sales receipts. Another of his strategies includes making an effort to ask for yearly bonuses during December instead of January as taxpayers may benefit by making use of lower federal tax rates.

And while student loan interest deduction legislation has not been done away with, Bauman recommended taxpayers could profit from additional advantages from paying interest in late 2017 rather than 2018.

What’s more, he put forward high-level advice for people with businesses or retirement accounts. For example, he advised people to change to Roth IRAs and to be aware of likely savings to clarify whether it is practical to convert a standard IRA in 2018.

The skilled professional called attention to the IRS rules that will only agree to 1031 swaps that have to do with real estate after January 1, 2018 and motivated owners of ventures to finalize other buy and sell deals before January 1 as well.

Bauman received a Bachelor of Science degree from the State University of New York as well as a Master of Business Administration from Georgia State University.

His career encompassed work as a fund manager for South African low-cost housing projects as well as work as researching and writing on topics such as finance and investments. He also co-authored a book on financing with his father.

In 2013, Bauman joined Banyan Hill Publishing and currently functions as the editor of The Bauman Letter, Plan B Club and Alpha Stock Alert.

He and his family live in Atlanta, Georgia.

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