My goal is to provide superior client service, prudent and effective advice with the highest level of commitment and integrity.
I provide comprehensive, ongoing, independent, objective financial and investment advisory services. I have over 30 years of experience working with the issues facing today's affluent investors. Volatile markets, a multitude of financial products and ever changing legislation demand that I take the time to educate you and to craft a customized plan that takes into consideration your specific opportunities, risk tolerance and life objectives.
Planning
Creating a secure financial future starts with planning. To begin the process, you need to answer some fundamental questions: Where are you today? Where do you want to be tomorrow? How do you want to you get there? Your future starts with an assessment of your situation: We examine many variables, including net worth, goals and aspirations, expected future investments and expenditures, tolerance for risk, tax liabilities, and retirement dreams. This analysis allows me to identify which of the following modules you may benefit from: Comprehensive, Educational, Retirement or Estate, Charitable & Gift Planning
Growth
I am dedicated to helping investors achieve their financial goals. Backed by an impressive range of resources and investment solutions, I can assist both individuals and investment committees in making choices that strike the right balance between risk and reward.
Proven Philosophy
I focus on making sure that the investments in your portfolio perform in a consistent manner, and in the context of your unique goals and risk tolerance. Together we establish an optimal portfolio structure to:
* Manage risk and volatility through diversification
* Research and select high quality investment managers
* Provide consolidated reporting?as broad or as detailed as you want?to track performance
Disciplined, Continuous Process
We follow a prudent, methodical four-step approach designed to identify and manage investment risks, as well as enhance returns.
* A current state assessment of your portfolio together with a review of your financial goals and objectives
* Develop/Review your asset allocation strategy and Investment Policy Statement
* Manager search, selection and due diligence
* Performance measurement and evaluation
Value-enhancing Tools
* Managed Accounts
* Mutual Funds
* Alternative Investments
Protection
I understand that preserving your wealth is as important as growing it. As I have no proprietary interest in any one product, you can be sure that the advice you receive is based on knowledge not bias.
