Our approach

One of the biggest challenges facing investors is the natural, yet counter-productive emotional response to the inevitable ups and downs of the stock markets. Many investors unfortunately sell good stocks when the markets are generally going down, only to miss out when those same stocks bounce back Sometimes, they hold onto a bad stock that's gone down in value for too long, unable to deal emotionally with losing money on the stock.

We believe that the key to successful investing is taking a disciplined approach that avoids this type of emotional investing. We will help you create a a disciplined investment plan that establishes specific criteria for buying and selling individual investments based on clear logic and reason.

Once you have established your plan, we will help you stick with it over the long term. Making hasty adjustments in reaction to short-term market volatility can impede progress towards achieving your financial goals. We will recommend adjustments through a disciplined process of regular monitoring and reviews. 

A Personal Note From Rod's Father About Managing Other People's Money

The only thing that my father told me when I decided to go into this profession was "Manage your clients' money like it's your own, but don't ever forget it isn't." Good advice from a very honest man.