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.
- August 2017My “Repackaging” Pet Peeve
Many advisors' portfolios of various funds, strategies, and managers effectively turn out to be the market portfolio but with significantly higher costs.
- June 2017Zombie Market Primer
I see multiple symptoms of a dysfunctional market whereby product mechanics have displaced due diligence and resulted in 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.