why choose me
Focus on your priorities.
I take pride in being trusted stewards 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.
- 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
- December 2016Shooting Yourself in the Foot with Conscientious Investing Strategies
Many conscientious investing strategies achieve precisely the opposite of their intended goals. Fortunately, there is a relatively simple fix.
- October 2016Mild Debunking of Sharpe’s Logic
This article exposes significant issues with the logic behind William F. Sharpe's “The Arithmetic of Active Management” which condemned active managers to underperform the market in aggregate.