Welcome to my web-site. As you explore the content, my goal is to provide you with some information on my team, my practice, and an overview of my philosophy. I don’t believe that there is a one-size-fits-all for every investor. My clients can attest to the fact that I am really focused on being a meticulous listener. I work with each client to define their current situation, which is the basis of our relationship. My investment beliefs are aligned and anchored with each of my client’s approach to risk, time horizon, tax status and their specific goals and objectives.
Without a real understanding of what investment objectives are, investors wander from strategy to strategy. This is not to say that my investment recommendations don’t change over time. But investors with a clearly defined investment strategy tend to be more consistent and disciplined in their decisions and strategies.
Once we have determined objectives and have an alignment of principles, it’s my philosophy that for the most part, clients are best served by owning individual companies directly. My clients also hold bonds and other investments that provide returns independent of the market. This asset allocation process goes far beyond applying a formula to each investor’s portfolio.
I value each client relationship and take on their goals and success as my own. I have aligned my practice and principles to put the client first from a fiduciary perspective. Our collective long-term success requires ongoing management to keep your financial plan aligned with your objectives.