When you hire me as your portfolio manager, you are entering into an important personal relationship that is very different from simply buying a stock, bond or mutual fund.
A successful manager-client relationship is founded on trust, clear communication and a strong rapport. These intangible qualities are crucial to help us stay the course through the tough economic climates we are bound to encounter sooner or later.
As your personal wealth management advisor, I will ensure that costly "emotional investing" – that is, when impatience, denial, procrastination and panic guide your investment decisions – won't lead you astray of your ultimate financial and personal goals.I do my best to make sure the right decision for our clients, not the easiest one, is the one of choice.
