Philosophy

Portfolios, like music, need to adjust over time to stay current with one’s goals, especially in an ever changing landscape.

Wayne Gretzky said it best: “I don’t skate to where the puck is. I skate to where the puck is going to be.” My goal is to advise you by giving you a true view of how your current portfolio is set up to meet your goals while managing your risk and provide the tribal knowledge about markets, where they are headed and how you can ride the waves with a skilled practitioner.

“Price is what you pay, Value is what you get.” ~ Warren Buffet. Our firm wants to maximize value while hitting your individual goals for cost savings. No one wants to be saddled with heavy investment costs especially if it doesn’t yield the right result. We are very upfront and open about your fees and how we’ll be compensated. Beyond that, we’ll be sure the value equation is tilted in your favor. We value the relationship and the outcome more than we value our compensation.

“Don’t bring a knife into a gunfight.” Many investors are unprepared or underprepared in their planning and taking too much risk. The ones who are winning are either spending all their time learning about the market and not enough time growing their business or, preferably, they are growing their business with the help of experts, who bring in the tools, technology, knowledge - the big guns - to create a portfolio with insight to grow to the next level.

“Stay in your lane….” Let me focus on building and protecting your portfolio. While you go about the business of creating income and living your best life. 

Darren Hardy said “If the nose of a plane is pointed only 1 percent off course, it will ultimately end up about 150 miles off course. Such is the case for your habits. A single poor habit, which doesn't look like much in the moment, can ultimately lead you miles off course from the direction of your goals and the life you desire.” The same is true of your investments. But if you are unaware that you are even off course, because you are busy running your life and business, you won’t arrive at all or you won’t arrive in time to where you ultimately want to go.

All plans need to be adjusted, regularly. It’s a rule, it’s part of life. That review and those tweaks are part of my process and how I keep my clients in a position to where they are both growing and safe.

“Small, Smart Choices + Consistency + Time = RADICAL DIFFERENCE”. ~ Darren Hardy The same is true for your investment strategy and portfolio. I’ll help you make those smart choices to create the life you are looking to achieve.