The best returns are more than financial


Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Pleased to serve you in multiple locations

I am proud to serve clients in multiple locations. I invite you to contact me to set up a meeting in one of my convenient locations:

Wayzata office

641 East Lake Street, Suite 230
Wayzata, MN 55391

Bozeman location*

81 Rocking Horse Drive
Bozeman, MT 59718
*Cannot receive mail at this location

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation. 

Latest Insights

Paris in the springtime

The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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