why choose me

Trust

My firm is structured as an independent, fee-only RIA. In addition to upholding a fiduciary standard, this means I do not push any particular firm's products or services and I do not receive commissions that could bias my advice.

Competence

My deep analytic expertise gives us an edge over other firms. I construct superior passive portfolios based on the principals of quality- and value-investing while avoiding subtle but costly index issues most advisors do not know exist.

Service

Delivering investment performance without personal service is like selling a new Ferrari with no paint. Enjoy the benefits of my personal touch and transparent approach so you can experience the ultimate peace of mind.

Simplicity

My more structured approach to investing allows for more simplicity and transparency than the statistical approaches most advisors employ. This lets my clients better understand their financial plans and investments.

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

Planning &
Advisory

When the stakes are high, you need a partner you can trust with deep expertise. My experience can help you avoid costly mistakes and make better decisions at each stage of your investment process.

Investment
Management

Whether I develop your own personalized index for the ultimate in customization or help you select funds and managers, my expertise can help you improve the performance of your investments.

Research &
Education

Research and analysis is in my DNA. My research and educational programs can help you with everything from formulating investment policy to analyzing investments.

Different clients. Different needs.

I can provide a degree of customization other advisors cannot with off-the-shelf funds and products.

Research

I am a researcher at heart and take nothing for granted. Anything less compromises performance and peace of mind.

  • June 2017
    Zombie Market Primer
    I believe there are multiple symptoms of a dysfunctional market whereby product mechanics have temporarily displaced investment due diligence and resulted is widespread malinvestment.
  • May 2017
    Foregoing Due Diligence
    Robo-advisors and broad market index strategies involves little to no due diligence regarding the price paid (valuation) or asset quality.
  • April 2017
    Tea 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

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