I provide investment advice based on more than 30 years of experience in ever-changing market conditions.
We work primarily with individuals and their families who value our advice. To provide the most timely investment advice, we strive to have a deep understanding of your current situation, your future goals, how you feel about risk and your family dynamics to provide the best advice possible within the risk parameters we establish together. We have an investment philosophy using primarily active investment management to provide diversification and to take advantage of contrarian investment principals. We believe stocks outperform bonds over time (10 year or longer periods) and provide protection from inflation. Our goal is to both protect and grow your assets. Our tax efficient core portfolios are primarily buy and hold, focusing on cash flow from interest and dividends and are rebalanced over time. Our portfolios are built using securities identified using research based on technical and fundamental analysis provided by investment experts at RBC Wealth Management, our experience and independent third parties. We implement investment portfolios using a combination of brokerage and advisory accounts to provide the value and flexibility necessary for highly customized portfolios. Advisory means we determine the investment strategy, monitor the portfolio within established guidelines and make changes based on client goals. We are paid a fee based on percentage of assets for advisory accounts.