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Portfolio Manager
We are a team of experienced and competent investment professionals, who believe that principles of accountability and transparency are always the best policy in regards to working with clients.
It is our responsibility to discover the utility of our client's capital and then implement the most prudent structures to sustain their wealth over time. The investment approach is intuitive and adaptive rather than fixed and mechanistic.
The great secret for long term investing is to avoid serious losses. Managing market risk is the primary objective of investment management.
U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...
