Value statement
“If you don’t know where you are going, any road will take you there.” - Yogi Berra
Unfortunately, this familiar expression is particularly applicable to investing as it often is practiced today. Individuals have access to more data than ever before.
We are drowning in information and starved for knowledge. With the information explosion paralyzing more and more people, I offer the time, knowledge, discipline and confidence to take the responsibility for managing my client portfolios.
My experience leads me to strongly believe in the adage, “Data is not information, information is not knowledge, and knowledge is not wisdom.” I am in the investment, knowledge and wisdom business.
My investment philosophy has always centered on the client – to truly represent my client, each client being unique, each deserving to be treated as an individual. I offer an investment platform that can materially affect my clients’ lives for the better, working up to retirement age and beyond.
My clients receive objective, professional guidance and a solid, disciplined game plan for which I am responsible, as well as timely and understandable performance reports. Perhaps more importantly now than ever, my clients have someone to call to help sort through the information overload being emitted daily. Wealth is not built by speculation but by a disciplined approach to managing risk by broad market, by sector and by company. Our top down approach is based upon the irrefutable law of supply and demand. Those same forces of supply and demand dictate whether the markets are moving in a broadly offensive or defensive direction. We act accordingly by tactically allocating assets.
