Brett Weinstein

Investment Philosophy
Investing is a four-step process. It starts with research. Quite a bit of time is spent on research; analyzing if the investment makes sense; how our clients’ money is working for them and how they are going to get paid. Second, you have to come up with a plan. If you don’t have a plan then you are not going to see your intentions materialize. Third, you have to implement the plan and put it to work. Lastly, you have to control the plan. If you don’t have control and don’t monitor the progress then you are setting yourself up for not fulfilling your specified objectives.