Investment Advice, Management and Recommendations for Individuals, Families and Institutions

Institutional Expertise for Individual Investors

I believe individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. My approach to managing client assets is rooted in the following core strengths:

1) Deep Understanding

Before investing any money for a client, I first determine the client’s goals, tolerance for risk, and time horizon. I measure these factors against my extensive knowledge of investments. Only then do I consider portfolio allocation and diversification.

2) Disciplined Portfolio Construction

Based on the specifics of each client’s situation, I provide exposure to an appropriate mix of growth and income producing assets. I also seek to provide sufficient diversification to meet client goals and minimize portfolio volatility.

3) Rigorous Oversight

When implementing a client’s investment strategy, I use a stringent process to screen for investments, selecting those that meet the objectives established for that client. Once the appropriate investments have been chosen, I provide ongoing oversight and make changes as appropriate.