Mr. Phelps, a Principal of the firm and financial-market professional since 1986, provides portfolio management, research and client service. He has developed proprietary measures for determining the optimal asset allocation for individuals, and specializes in implementing the resulting strategy for each client.
Prior to co-founding Oarsman Capital, Bob was Vice President and Portfolio Manager with Baird Investment Management (Robert W. Baird & Co.’s asset management arm) and Principal and Portfolio Manager with Marietta Investment Partners, LLC. Before joining Baird, Bob spent seven years as an officer of the Kingsley State Bank, Kingsley, Iowa. He is on the Board of Directors of the Cedar Lakes Conservation Foundation.
Bob received his MBA degree from the University of Iowa and BA degree in Business Administration from Luther College, Decorah, Iowa. He was awarded the Chartered Financial Analyst (CFA) designation in 1997.