Welcome To My Site
Ask an investor what they are looking for in an investment advisor and you are invariably provided with a list of qualities and attributes: someone with experience, someone with industry knowledge and most importantly someone I can trust.
Certainly, Basil possesses the experience and knowledge. By focusing his education on business and economics at such internationally recognized institutions as Boston University and the University of London - coupled with his more than 20-year, high-level involvement in an array of industries that includes international shipping, real estate, and information technology - Basil has developed an understanding of capital markets and investment matters that is unparalleled.
His distinctive approach fully considers each individual client’s investment personality – their risk tolerance, short and long term goals - and specifically matches those factors with insightful industry knowledge to craft the best investment strategies possible.
An adherent of total wealth management, he is able to assist his clients achieve a wide array of financial goals. Comfortable in dealing with all types of personal investments – including stocks, bonds, mutual funds, and derivatives – in addition to providing the expected recommendations to buy and sell, he helps his clients create financial portfolios to achieve both wealth accumulation and preservation.
Networked within an elite group of specialists, Basil is well positioned to offer the most effective, congruent advice. He takes the time necessary to assess and review opportunities so that you optimize your investments. He explores insurance and trust strategies to ensure achievement of your wealth preservation and estate planning goals, offers ways to minimize your taxes, and works in tandem with your other professionals (such as your accountant, lawyer, etc) to ensure synergy and cohesion. In effect, he acts as your personal chief financial officer.
But what of the last attribute– someone I can trust? Conferring trust in someone is a process that is achieved over time. No list of achievements or credentials, or any number of ringing endorsements will ever take the place of getting to know someone personally. Starting with your first meeting you will be able to recognize in Basil what so many other satisfied investors already have.
