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

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the 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

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Read more

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Let's start the conversation

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