Participate and defend

There's wealth in my approach

I am dedicated to helping my clients participate and defend as world markets change. I assist in planning for my clients’ future and the future of their values. My goal is to preserve those values for generations to come.

My approach offers the advantage of a multi-generational perspective. I deeply appreciate and understand the opportunities and challenges faced by families. Matters as diverse as education and long term security often translate into generational concerns. I help our clients find answers.

Investment philosophy

I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given my client’s risk tolerance, time horizon, and financial goals.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a practice built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

Office workers using technology to increase productivity

The delicate shift toward an efficiency-driven economy

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.

Read more

Bulletin Board

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields