Let us help you grow more than wealth

 

Our approach

As a financial advisor and portfolio manager via the Portfolio Focus program of RBC Wealth Management, we are dedicated to helping clients devise and coordinate appropriate wealth strategies to help transition their lives from success to significance. Individuals, families and business are in need of clearly defined short and longer term objectives. Our practice deals with a fully encompassing approach to one’s financial life. This consultative evaluation is based on several hours of conversation and meetings to establish full understanding of your perspectives and the value that we bring to the table. We typically work on a low percentage fee based on assets under management. All review and planning meetings are held with our compliments and without obligation.
 

Investment philosophy

Our investment philosophy is based on a global, strategic, tactical and balanced asset allocation approach which will be customized based on your individual needs. Client portfolios are created to align market conditions and time horizon. We utilize highly diversified methodology using many more asset classes than the more traditional bond and stock mix, with the goal of creating returns that outperform benchmark indices while taking less risk.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

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Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

Read more