“If investing is entertaining, if you’re having fun, you’re probably not making any money.” – George Soros


Our individual investors have different wealth management goals, and a broad range of sophistication and interest in how their portfolio is managed. However, they all share these common characteristics:

  • Our clients seek consistent returns over the long-term, and to preserve capital through prudent portfolio risk management.
  • Our clients seek investment solutions tailored to their specific and changing needs.
  • Our clients prefer to work directly with a wealth manager who makes informed, objective decisions, not a broker who may have conflicts of interest.
  • Our clients want peace of mind from knowing that their wealth manager is accessible, responsive, accountable and available for them over the long haul.

If your investment goals match these, we welcome the opportunity to discuss your individual needs.