“I believe consistent, disciplined portfolio management can help to preserve capital and build wealth. This type of sophistication is typically characterize by institutional portfolio management. I pursue money-making ideas for my client portfolios that include selecting individual stocks, exchange-trade funds, preferred securities, and mutual funds.”
I take an unconstrained approach to asset allocation focused on long-term macroeconomic trends that can produce attractive risk-adjusted returns over a full market cycle. The foundation of my investment philosophy is a belief that fundamental analysis and a careful assessment of market is risk is the best way to manage a portfolio. I offer customized investment portfolios that are tailored to the unique risk and risk objectives of each client. Once the appropriate asset allocation is chosen, I provide ongoing oversight and make changes as appropriate.