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.
- June 2017Zombie 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 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