Each portfolio is custom-tailored. We will work together to design and implement a solution that aligns with your circumstances.
Conducting primary research on all holdings to ensure that due diligence goes beyond the opinion of a mass-distributed report is an exclusive benefit to my service. Utilizing data-driven techniques including financial modeling to complement qualitative and technical analysis, securities are thoroughly analyzed prior to eligibility for inclusion.
Most portfolios are constructed using a core-satellite approach. The ‘core’ forms the bedrock and is comprised of world-class companies that compound value over time, have robust fundamentals and minimal threat to near-term solvency. It may also include high-investment-grade fixed income holdings to generate yield and dampen volatility. The ‘satellites’ have lower weightings and potentially carry a short-term trade positioned to benefit from a temporary theme, a cyclical holding, or a speculative security with an asymmetric risk profile.
I work tirelessly to stay current on market developments, anticipate change and identify emerging opportunities to optimize your portfolio.
My belief is that making an investment is analogous to planting a seed and nourishing its growth. Generational wealth is rarely created overnight, and showing restraint is equally important as taking action. I partner with clients who share this perspective.
