Active managed accounts with a global perspective. Managed for absolute returns vs. relative returns. Investments managed in a constant assessment of risk/reward to minimize account drawdowns. Oftentimes hedged for currency fluctuations and interest rate climate. Taking full responsibility for account performance rather than delegate management to others and blame them when performance suffers. I do not engage in rampant speculation and would encourage you to look elsewhere if that is your goal. I can be intelligently aggressive in appropriate circumstance however. Other services include 529 educational plans, self-employed/business retirement plans and annuities providing the cutting edge in retirement income approaches and safety. I endeavor to be your trusted independent personal wealth manager providing superior results and exceptional service to a limited group of high net worth individuals, families organizations and businesses in a low cost yet maximum value environment.
|Investment Types:||Real Estate , International Investments , Bonds , Other , Stocks , Options , Stocks Mutual Funds , Bond Mutual Funds , Alternative Investments , Annuities|
|Assets Managed by Firm:||Yes|
|Compensation & Fees|
|Fee % Based on Assets:||1.25|
|Additional Details on Charges:||Fees based only on assets under management. No transaction charges, no commissions. Free consultations for needs assesment and process description including answering any and all questions.|