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Investment Management Process

My disciplined investment management process adheres to my core beliefs. 

I believe that a properly constructed investment plan should be rational, durable and methodical. 

Rational in focusing on your unique short and long-term goals, tolerance for risk and current financial situation.  I perform extensive due diligence, using multiple independent and unbiased investment and economic research services during the portfolio construction and monitoring processes. 

Durable in utilizing disciplined strategies with the goal of weathering different market conditions. 

Methodical in pursuing long-term results, tailored to support your individual goals, patiently over time. 

There is a saying that you can't control the wind, but you can adjust the set of your sails.  I regularly monitor and adjust asset allocations for each client's changing goals, time horizons and liquidity needs, as well as different economic and market conditions.