Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus
I believe my clients are the CEOs of their lives and businesses and I serve as their personal CFO: co-fiduciaries working together to manage assets in a responsible and thoughtful way. When you work with me I serve as a single and fully accountable point of contact, providing access to my team of specialists and resources.
You can build wealth by aligning your decisions with your deepest values and highest expectations. A successful investment strategy originates and reflects your core beliefs and carefully balances that with your tolerance for risk. I can help you make the decisions that reflect your values and create wealth in a sustainable way. How do I do this? I recommend a strategic asset allocation that is a broadly diversified portfolio of stocks, bonds, cash and alternatives. I will add tactical managers as appropriate to help take advantage of the upside, yet still provide some protection on the downside. I believe diversification is an important risk mitigator, but over-diversification mutes returns. I do not chase hot stocks or managers, but instead wait for a pullback for a better risk/reward entry point. I use technical analysis to take the emotion out of investing and to help us make the decision of when to buy or sell. Lastly, I believe investing for the long term.
Markets have been re-introduced to volatility this year by way of a barrage of macro risks. Protectionism is one of the most cited culprits. RBC Global Asset Management’s chief economist looks at how the “year of the tariff” could play out. Read the full economic outlook in the latest edition of Global Insight.
October 18, 2017
Time for a quality check
October 24, 2017
Stay or roll? Understanding your retirement distribution options
Interest rates will … fluctuate; your investment strategy shouldn’t
May 18, 2018
Global Insight Weekly