Portrait of Joseph Mertes

Joseph J. Mertes received an undergraduate BS degree in Political Science from Belmont Abbey College and a Master of Business Administration Degree from Wake Forest University. He began his career in building a venture capital firm that specialized in the analysis, structure and acquisition of various business entities through the use of private equity. Capital formation, strategic business planning and control functions were key areas of responsibility. From venture capital he moved into working with troubled businesses through the restructure of balance sheets and capital formation. In each of these ventures he derived strategic plans based on an understanding of the development of various markets.


In 1987 he concentrated on investing, trading techniques and money management. Over the last twenty years he has managed significant accounts for investors, and consulted with notable funds. Currently he is responsible for the training and education of individual investors globally. He has assisted traders, investors and institutions on the importance of establishing a business approach to the trading arena. He is currently chief investment officer of a small hedge fund, consultant, educator and author.

Utilizing and stressing a methodology that is structured on information that derives directly from the markets, he has experienced considerable success assisting others to understand the importance of executing a strategic, well managed approach to trading and investing. Understanding price development and the structure of that development gives a trader or investor an edge because it derives its analysis from information that comes directly from the markets and does not rely on lagging averages or indicators. His work on understanding the environment of the markets has been published and he is currently working on a book that will help traders and investors to a better understanding of the strategic and tactical advantages of understanding market development and market structure.

He is currently the author of The Markets in Development Newsletter, The Daily Briefing, and has written for other publications. He is currently the author of a home study course for individual traders and investors.

Our Mission

Joseph James Consulting, LLC advises individuals and institutions in understanding market development and market structure along with the application and principals involved with developing, implementing and controlling a professional business approach to trading and investing. The focus is on building technical skills to recognize full trading potential with an emphasis on reward to risk strategies, money management techniques, and the use of diverse instruments to enhance profitability. The company’s core values include sincerity, honesty and integrity toward each of its clients that builds on strengths and enhances client success.

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