Innovative, transparent and productive investing cannot happen without a strong advisor-client partnership. I employ sophisticated strategies to minimize risk and ensure steady returns. Before making recommendations, I consider risk management measures through a proven three-step process:
Developing a thorough understanding of client circumstances, preferences, risk tolerance, investment horizons, and goals
Conducting extensive research into the markets
Executing personalized asset and investment selection with low correlation to the markets and/or high tracking errors relative to the markets, either through investing in a combination of long/short positions, rigorous stop loss targets, or other means
After taking the necessary time to build a complete picture of your individual needs, I develop the most efficient and effective solutions possible based on your customized financial plan. I’ll explain how we will make the most of things we can control and protect you from those external elements we can’t. At all times, I work hard to demystify the investment process and report your portfolio returns in terms that will help you understand your own success. Because over time, your needs may change — but my commitment to protecting your wealth won’t.
I take great pride in being highly responsive and invite all my clients to be in contact at any time with questions or concerns. I also maintain ongoing communication with my clients through quarterly reporting and annual reviews. It’s never the wrong time to ask:
Learn more about the services I offer for businesses and families.
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