What should your savings do for you? Let me take the guesswork and emotion out of the equation.

Why do we invest?

Because we hope that we’ll be rewarded for the risks we take, which in turn, will accelerate our saving ability or income potential.

When we think about the “market” and investing we feel exhilaration (and sometimes trepidation) at the prospect of potential growth. It is a simple truth that investing will likely help you outpace inflation and achieve your goals sooner, but only if you have a good strategy.

I DO NOT time the market. I make strategic short-term adjustments and invest for specific time horizons. Even Warren Buffett, the stock picking “Oracle of Omaha,” believes market timing is a waste of time.

The market is efficient and is priced for all information that’s out there. I believe in letting the market work for us. We will achieve success through global diversification, controlling taxes, costs, and adhering to a thoughtful, personal strategy.

How it works

1.

Articulate your values and objectives to answer the “why” and “what are we trying to achieve” questions. We establish your time horizon and capacity, appetite, and attitude towards risks.

 

2.

Develop an asset strategy that empowers you to achieve your goals. We’ll build a policy with guidelines  to keep your portfolio on track and manage emotions during the ups and downs.

3.

Implement your plan while maintaining low costs, tax efficiency, and global diversification. Establish a schedule to rebalance the portfolio to within design confines.

4.

Monitor and review your plan periodically, taking note of the evolution of your objectives and priorities. Then, we’ll adjust your strategy as-needed and communicate any progress.

Investment

1% or less of assets under management.

Let's work together to build and manage a portfolio that’s right for you.