My favorite clients are nice, reasonable, and honest. Together, we seek to maximize gains.
I seek two goals for my clients: peace and profits. Peace is achieved, in part, by:
- both of us understanding your safety preference and its opportunities and limitations,
- your knowing the volatility normally expected of your portfolio and its components, and
- your taking responsibility for the choices you make.
Profits are gained, in part, by:
- investing well and
- exercising patience.
Profits cannot be assured because no one knows the future. With superior research, wisdom, experience, and innovative thinking, however, one can succeed admirably.