Strategic Investment Management:
If your investment advisor ISN’T ON TOP of current trends that are impacting the markets, you have an increased likelihood that your life savings could be NEGATIVELY impacted
- I BELIEVE IN constant monitoring of current factors and trends that are impacting the markets.
- I BELIEVE IN understanding the vital details on the always-changing fundamental, valuation and technical inputs to all of the different industries and asset classes.
- I BELIEVE IN evaluating consolidated views from hundreds of money managers we recommend and monitor.
- I BELIEVE IN utilizing sophisticated data and analysis tools to help make sound decisions.
ur Securities & Asset Management Services are offered through the #1 Independent Broker/Dealer in the country*, LPL Financial Member FINRA/SIPC. *Based on total revenues, as reported in Financial Planning magazine, June 1996-2011.
In Addition to The Above Highlights, There are More Reasons To Allow Us To Help You Manage Your Investments
- Our independence places us in a unique position to access a broad universe of non-proprietary investments. We strive to remove conflicts of interest. We are objective and unbiased.
- I have a 33-person research team that leads my firm’s due-diligence efforts that focus on mutual funds, stocks, & bonds…. seperately-managed accounts, variable annuity sub-accounts, ETFs, hedge funds, and real estate investments.
- I keep a 30,000 foot view on the rapidly moving society and use a diligent process for designing the asset allocation and investment selection framework for my customized portfolios.
- Since my recommendations within my Wealth Portfolios are implemented within an all-inclusive model, I meet with my clients on a quarterly or semi-annual basis to monitor their portfolios and ensure that their investment mix is still in line with their goals.
- I have a sophisticated sell discipline that helps take much of the emotion out of investing. This is a very important part of the risk control and portfolio monitoring process. This enables me to determine 2 critical things: 1) How long do we wait to sell an investment if its lagging or 2) how long do we stay in a successful investment idea before taking profits.