The best returns are more than financial


Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Pleased to serve you in multiple locations

I am proud to serve clients in multiple locations. I invite you to contact me to set up a meeting in one of my convenient locations:

Wayzata office

641 East Lake Street, Suite 230
Wayzata, MN 55391

Bozeman location*

81 Rocking Horse Drive
Bozeman, MT 59718
*Cannot receive mail at this location

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 my approach, I would love to hear from you. Contact me to set up a consultation. 

Latest Insights

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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