​

Based on your specific risk tolerance, investment objective and taking into consideration your time horizon, liquidity needs and tax constraints, I will construct a custom-tailored portfolio proposal.  The proposal will show your recommended individual asset allocation mix consisting of cash, fixed income, and equities, as well as the individual securities.

 

I provide non-discretionary active portfolio management to position you in the best companies, while being able to take advantage of any opportunities that arise.  I take pride in being able to clearly communicate and explain to you the how and why I think a security should remain a holding in your portfolio, or if we should look elsewhere.

 

The financial markets are continually changing, nothing remains static, companies face new opportunities and threats every day.  Current holdings are continually monitored as companies must stay relevant to grow and fend off competition.  I look to recommend companies that are leaders in their industries, have economic moats, strong balance sheets, and high insider ownership.