"To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework." - Warren Buffett
In helping clients manage their wealth, I take a personal approach to ensure that the strategies and recommendations are the right choice for each individual situation. I pay close attention to each clients' objectives & guidelines and, for our discretionary clients, develop a detailed Investment Policy Statement.
The focus of my practice is to help a smaller number of families to ensure that the focus remains on managing client portfolios and keeping in touch with clients on a regular basis - I assist around 100 families.
My philosophy has been shaped over the past 20+ years. I seek first to preserve capital and then grow portfolios responsibly by creating and managing well diversified portfolios that are allocated to short term holdings, fixed income and equities. I have tended to employ, where appropriate, one of two strategies: investing in companies with a history of solid dividend payments and a complementary approach of investing in companies that exhibit one or more of the following characteristics: companies trading at a low valuation, smaller capitalized companies and companies that exhibit higher profitability. This second approach is managed by an external company via very low cost mutual funds. The objective is to extract expected excess returns in the market, over time.
I continue to believe that the money management business is about trust, integrity and personalized service. With Private Investment Management, you get a portfolio designed and built based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, we are able to take advantage of investment opportunities in a timely and efficient manner. I work within specific guidelines established in advance with you and I am accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.
In taking a holistic wealth management approach, I incorporate and optimize tax preferred investing with the use of Tax Free Savings Accounts and tax deferred plans.
If you are visiting our site for the first time, I hope you find it useful. Should you require assistance or are looking for a second opinion on your investments, please do not hesitate to contact me.