Our clients’ objectives for their assets are paramount.  I can assist you with envisioning these objectives and building a globally diversified portfolio, aimed to meet your intentions without exposing your portfolios to unwarranted levels of risk. I tailor portfolios to meet my clients’ personal needs, desires, ability to assume risk, and investment time horizons that must be considered for meeting objectives.

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     I manage to a fiduciary standard and draw upon expansive research as well as my own proprietary fundamental analysis to continually direct our client portfolios.  This includes disciplined monitoring, re-balancing, and pivoting exposures with prudence.

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    We will meet regularly with our clients to reassess their goals, to review any relevant changes to their financial situation and any additional changes necessary to their managed assets.  We understand that their portfolio is more than just asset allocation and investment selection; it’s the means to maximizing their “return on life”.