why choose me
Focus on your priorities.
I take pride in being the trusted steward of your wealth so you can focus on more important matters.
how I operate
Different clients. Different needs.
I can provide a degree of customization other advisors cannot with off-the-shelf funds and products.
I am a researcher at heart and take nothing for granted. Anything less compromises performance and peace of mind.
- May 2017Foregoing Due Diligence
Robo-advisors and broad market index strategies involves little to no due diligence regarding the price paid (valuation) or asset quality.
- April 2017Tea Leaves: Corporate Cash Trends
According to Investor’s Intelligence, bullish sentiment among investment advisors recently hit a 30-year high. Moreover, consumer confidence is now its highest level in 16 years. How did markets perform back then around 1987 and 2001-2002? Hint: Not well! Bullish sentiment often translates into easy money. In turn, this can enable elevated market valuations as well as the survival and growth Continue Reading
- March 2017The (Un-)Importance of Returns
In my last job with a large investment bank I built two global research teams and worked with high-profile clients around the globe. Having left the big leagues to start my own firm, my clients are more diverse in terms wealth. While I still work with some high-flyers, I mostly work with the mass affluent or millionaire-next-door types (but also Continue Reading