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BIRKELBACH MEMBER N.A.S.D. / S.I.P.C. |
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Media Contacts: | ||
Carl M. Birkelbach |
Chairman and Chief Executive Officer |
(312) 853-2820 x 105 |
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E. William Hammons |
Public Relations Consultant |
(847) 577-1932 ewhammons@compuserve.com |
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Birkelbach Investment Securities Inc. |
208 South LaSalle Street,Suite 1442 Chicago, IL 60604 |
(312) 853-2820 |
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(To avoid identification as spam, please write “CB:” at start of subject line for emails) |
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Carl M. Birkelbach is founder, chairman and chief executive officer
of Birkelbach Investment Securities (BIS) Inc., which has provided a full range
of brokerage services to investors since 1978, and Birkelbach Management Corporation,
a registered investment adviser. BIS is a National Association of Securities
Dealers-registered broker dealer and a member of Securities Investor Protection
Corporation (SPIC). The firm has 15 registered representatives. Housed on LaSalle
Street less than a block from the Chicago Board of Trade, BIS specializes in
investment selections and the broker/client relationship.
Before founding BIS, Carl Birkelbach was a registered representative at McCormick
& Company, wrote its weekly market letter, and became assistant sales manager
and eventually vice president and director. Prior to joining McCormick, he started
his nearly 45-year investment career in the Trust Department of the Continental
Illinois National Bank and Trust Company.
Birkelbach is the author of "Stock Market Forecasting Through Charting,”
of which over 10,000 copies have been printed. He has been editor of the Investment
Strategy Letter, which has reached a U.S.-wide audience in publication since
1975.
He has appeared frequently as an investment expert and securities market forecaster
on television news programs and as a quoted source in journals and periodicals,
including Barron’s, Crain's Chicago Business, the Chicago Sun-Times and
the Chicago Tribune. He was a regular commentator on The Stock Market Observer
television program in Chicago.
Active in Environmental Protection
Birkelbach is president and founder of RIDE (Recreation for Individuals Dedicated
to the Environment), a non-profit corporation which encourages "Coalition
Partnerships" for the preservation and restoration of the environment and
advocates public access to natural areas for education and recreation for spiritual
enrichment through contact with nature. RIDE is a member of "Partners for
Parks & Wildlife" a coalition to save Illinois Nature and Open Spaces.
Birkelbach is spearheading "CARE for You" (Corporate America Respecting
the Environment), a coalition of corporations sponsoring care and education
for the environment. He has been a member of the Cook County Forest Preserve
Council for 5 years and the President of Board of the Friends of the Forest
Preserve. He also served on the board of the International Mountain Biking Association
(IMBA) for 10 years, including service as IMBA's treasurer.
Windy City Sport Magazine named Birkelbach Sportsperson of the Year in 1995.
He received a Certificate of Commendation from the State of Wisconsin for his
efforts in resolving conflicts over trail usage in natural settings.
Birkelbach graduated in 1962 from Bradley University, Peoria, Ill., with a Bachelor
of Science Degree in Business Administration and achieved membership in Beta
Gamma Sigma, honor society for business students. His alumni activities and
achievements include the university’s highest alumni recognition, the
Lydia Moss Bradley Award, and serves as a Board Member and Trustee of Bradley
University.
Birkelbach volunteered for three years as auction chairman for Chicago Public
Television station WTTW, served on the Board of Stewards of Old St. Patrick’s
Church, Chicago, and is a member of the Union League Club of Chicago and the
Olympia Fields (Ill.) Country Club.
He and his wife reside in downtown Chicago and Silverthorne, Colo. He has two
daughters and four grandchildren.
Background
BIRKELBACH INVESTMENT SECURITIES INC.
and
CARL BIRKELBACH, “THE LONE BULL”
Housed on LaSalle Street less than a block from the Chicago Board of Trade,
Birkelbach Investment Securities (BIS) Inc. has provided a full range of brokerage
services to investors since 1978. The firm combines personalized service, independent
research and financial planning capabilities with safekeeping and execution
services provided through its correspondent relationship with Pershing LLC,
a division of The Bank of New York. Pershing LLC is the world's leader in brokerage
services, handling 10 percent to 13 percent of the volume on the New York Stock
Exchange, and holds $474 billion in customer assets.
Staffed by 15 registered securities representatives, BIS is a National Association
of Securities Dealers-registered broker dealer and a member of Securities Investor
Protection Corporation (SPIC). Birkelbach Management Corporation is a registered
investment adviser.
Founder, chairman and chief executive of BIS and Birkelbach Management is Carl
M. Birkelbach, who became known to the investment community in the early 1980’s
as the Lone Bull and has issued over 500 Investment Strategy Letters since then.
He earned the Lone Bull nickname by being one of the few stock market commentators
who, in the sideways-moving market of the 1970’s and early 1980’s,
foresaw the bull market of the rest of the 1980’s and 1990’s. His
Lone Bull Market Letter on October 2002 called for the beginning of a new Bull
market to a Dow of 14,000.
Birkelbach authored “Stock Market Forecasting Through Charting,” which explains the technical approach to forecasting, and writes the monthly BIS “Investment Strategy Letter” and “Current Market Comment.” These publications can be viewed on the BIS Web site, http://www.my-broker.com. So can images of the mathematically-inspired “Stock Market Art” Birkelbach has painted as one of his many avocations. Also available online is the Strategy Index which is a properitary overbought/oversold indicator.
Information on Socially Responsible investing can be found on the website www.investmentvalues.biz
Late Updated: May 12 2008
Copyright 2004, Birkelbach Investment Securities Inc.