Broker Check

Investment Approach

  • A disciplined investment planning process is an important factor to long-term investment success.
  • Investment portfolios should be customized to meet the objectives and risk tolerance of each client.
  • There are a slew of financial products that can baffle even the most astute financial practitioners. To me, simplicity defeats complexity. If we 1) cannot understand it and/ or 2) cannot explain it in a manner that you can understand, then you should not be investing in it.
  • Investments should be diversified across asset classes, markets and strategies.
  • Investment planning should take into account a proactive tax strategy, as it is not necessarily what you earn but what you KEEP and PROTECT.
  • A long-term approach allows us to take advantage of mispriced investments.
  • As life evolves, so should your investment plan. I find it critical to reassess your financial plan along the way, incorporating new goals and lifestyle changes.

It is not my position to offer legal or tax advice. I encourage you to seek the advice of an attorney or accountant prior to making tax-related investment and/or insurance decisions.

Diversification may help reduce, but cannot eliminate, risk of investment losses.