Our Approach to Investing

Along with my qualifications, my approach to doing business is at the heart of my ability to build wealth for my clients.  Here are some points to consider if you are considering working with me:

  • Your goals — not mine — are the focus of our investment strategy.  When we establish an investment relationship, we begin by assessing what you want to accomplish with your money, and how comfortable you are with the risk/reward trade-off faced by all who seek to build wealth.  From this, we develop a formal Investment Policy Statement (IPS).  The IPS is our road map to reach your investment goals, and will guide us through those market changes that sometimes lead to emotional responses, which otherwise could take us off our pre-determined path.
  • We try to take the emotional element out of the investment process.  This means we structure our investment strategies with a clear goal in mind, and look well beyond stocks and bonds for opportunities to help grow your assets.  
  • We will meet regularly to assess your investment position.  I will work with you to establish the frequency and manner of contact that will serve you best.  When market or personal conditions indicate a new approach is required (and they almost surely will at some point), I will research options and discuss them with you so that you fully understand and are comfortable whatever changes we make.