My Philosophy

My philosophy is to maintain a long-term orientation and implement strategies and investment products that have demonstrated a history of providing attractive returns.  I also believe in not getting too infatuated with any particular investment or convinced that it will always work in an effort to remain flexible.


I am open minded to new ideas, as the investment world is constantly evolving; and similar to other industries, there is constant product development and attrition.  I will selectively introduce new ideas and investments as it pertains to my clients’ specific situation.