Reasons to hire me to manage your money
My personal mission is to help people make money. I like creating an innovative, successful investment style. My dedication is to protect your assets and improve your returns. My conservative investment style tailors the action level to your safety preference and is designed to do well in rising and in falling markets.
Results
Composite rates of return for my conservative, moderate, and aggressive strategies will be posted soon. With near-zero interest rates and the 2nd deepest stock bear market in US history, clients are pleased with this robust investment approach.
High tax efficiency
After the first year, most gains/losses are long-term. (Long-term gains are taxed at 15% rather than at higher ordinary income tax rates.)
Solid account structure
A typical account owns 8 assets (primarily no-load mutual funds and ETFs) for high quality; low costs; and real, statistical diversification.
Shared values
I eat my own cooking; my money is invested in the same places as yours.
Stability
18 years in my own business. I am your portfolio manager and personally work directly with you every step of the way.
Specialization
Managing money is the one thing I do. I am a former CPA and earned a PhD in accounting and finance.
Excellent client references
Low client turnover. 36 clients trust me to manage $70m.