Clients are real people with real problems. I believe that success in investing is dependent on understanding that this is where theory and reality come together.
My investment perspective has been shaped over 25 years as a Chartered Financial Analyst, my early years in institutional money management, and the last 15 years working with individuals and families.
The principles that guide our approach:
When creating portfolios for clients, our process includes:
Past performance is not a guarantee of future results.