My most treasured asset is my clients' trust

"An investment in knowledge pays the best interest."
Benjamin Franklin
"Investing in what is comfortable is rarely profitable."
Rob Arnott
"Sometimes the hardest thing to do is to do nothing."
David Tepper
"Whenever you find yourself on the side of the majority, it is time to pause and reflect."
Mark Twain
"Patience is the companion of wisdom."
St. Augustine

Welcome my website

How do you manage investment risk? Hopefully not alone

I offer investment advisory and discretionary fee-based portfolio management services to risk-averse clients seeking total return. My goal is to provide above-average income. 
Utilizing various internal and external independent research sources, I develop a broad economic view of the world. Based on that view, I manage conservative income-oriented portfolios with a disciplined risk management approach. When warranted, I anchor portfolios using laddered bonds to help provide stability and current and future projected cash flow needs. The substantial variety and volume of bonds available provides an array of opportunities for experienced proactive managers to earn current income and achieve capital gains. I seek growth by actively allocating investments between widely diversified global asset classes, seeking value opportunities, utilizing mutual funds, exchange traded funds (ETF’s) and closed end funds.

 

Investment advisory methodology

I have been certified as an Accredited Investment Fiduciary® through the Center for Fiduciary Studies. The Center for Fiduciary Studies promulgates best practices and standards for fiduciaries and for those of us who service and share in fulfilling fiduciary obligations. These standards are applied across any client situation. As an AIF, I have the training necessary to ensure that an investment process is managed to an appropriate standard of care. My four-step process involves:

• Gather/organize information
• Formalize the process which includes asset allocation modeling, setting return targets and risk parameters which results in an Investment Policy Statement (IPS)
• Evaluate and select investments appropriate to the IPS
• Monitor RBC client progress

I am a member of RBC Wealth Management’s exclusive Portfolio Focus-Senior Portfolio Manager Group. The Senior Portfolio Manager Group is the highest level of recognition that the firm bestows upon its fee-based discretionary financial advisors. I have demonstrated a commitment to managing customized portfolios designed to meet clients investing needs while actively enhancing my professional knowledge and portfolio management skills and maintaining an excellent record of customer service.

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Let’s begin

Are you ready to find creative solutions to help reduce the stress and responsibilities associated with managing your money? Do you see the value of looking at the big picture and having a plan? Contact me today to set up a meeting. 

 

Latest Insights

Woman watching stock charts

A mature but still intact equity bull market

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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Honored to be a Forbes' award recipient

I am very proud to be recognized as one Forbes/SHOOK's Best-In-State Wealth Advisors Barron’s Top 1,200 Financial Advisors in 2018, 2019 and 2020. This prestigious award is given to less than one percent of all advisors in the industry, and I am pleased to be a part of this respected group—because it means I’m serving my clients well.

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The U.S. Supreme Court decision on IEEPA tariffs may appear to be a major blow to the U.S. administration’s trade policies, but its agenda can be pursued...

US Supreme Court Ruling on IEEPA Tariffs: Implications for Inflation | RBC Economics posted on the topic | LinkedIn

SCOTUS overturned IEEPA tariffs—does that end the administration's trade agenda? RBC Economics breaks down the alternative paths and what it means for inflation.

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If your plan is in good shape, you can put more weight on allocating to decisions that deliver a psychological return rather than a financial one.

Over 60? These 4 Financial Moves Might Offer Your Best ‘Return’ on Investment

If you're over 60 and your retirement plan is in solid shape, not every financial decision needs to maximize investment returns. Sometimes the best "returns" come from peace of mind and a bit more joy. This article highlights four moves worth considering: 1. Tackle big expenses while still working That new roof or car replacement? Do it now so you won't have to pull from your portfolio in early retirement. 2. Pay down your mortgage The math might not always favor it, but I've never met anyone who regretted entering retirement debt-free. 3. Build liquid reserves in a taxable account Less tax-efficient than retirement accounts? Yes. But the flexibility is worth its weight in gold. 4. Splurge a little now Take that big trip. Invest in experiences you've been putting off. You're still earning income and healthy enough to enjoy it—timing matters. Here's what is worth noting: If your numbers are good, it's okay to shift some focus from pure optimization to actually living the life you've been planning for.

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Did you know financial wellness can affect your physical health too? Studies have tied financial confidence to a lower risk of stress-related cardiovascular issues. Reach out for a financial health check-up.

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