Helping you achieve financial success!

Welcome to my website

My goal is to assist non-profit organizations, financial institutions, and municipalities in implementing customized fixed income strategies to increase their yields while protecting their investment portfolio. I achieve this by providing a high level of advice, experience, and performance while consistently acknowledging that trust and ethics are the most important elements in any of my client relationships.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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 our approach, we would love to hear from you.  To set up a consultation click Contact.

Latest Insights

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U.S. debt: Not living on borrowed time

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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