Mike understands and respects that you have worked long and hard to acquire the assets you have. Regardless of whether you are an experienced or new investor, the safety of your assets is of prime importance. His business is centered upon preserving and growing the personal wealth you have accumulated.
Mike's primary objective is to help individuals attain their financial goals, whether it's funding for a child's education, saving for a major purchase, or planning for retirement. He believes that the basis for achieving an individual's personal goals is the implementation of an effective plan. The first step of the process begins with reviewing your current situation and wealth objectives. Once he has an understanding of your needs and goals, he will work closely with you to develop a personalized asset allocation strategy. Your portfolio will be constructed and continually monitored to ensure that its performance meets your investment objectives. Mike's investment philosophy is founded upon the belief that you must "buy quality and be patient." He believes in equities as historically they have tended to outperform bonds or any other fixed-income investment. Most importantly, he only invests in securities that the client understands and is comfortable with.
