While we can’t predict the future with any certainty, it’s important to be proactive and focus on the things you can control. 

That’s why I seek to take a consultative approach to investing, delivering customized, client-centric guidance, sensitive to your individual needs and unique circumstances, such as tax efficiency, concentrated positions, and other portfolio constraints.

I also use multiple asset classes and professional money managers to help diversify portfolios and mitigate risk.  Preserving wealth is just as important as growing it.

Diversification does not ensure a profit or protect against loss.