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 I maintain a disciplined and focused approach to
asset management and advisory activities. I am continually building upon my
service promise and innovation to offer clients sophisticated solutions to
their money challenges.
I fully customize investment strategies to reflect the unique tax
circumstances of each investor, as well as specific requirements for income,
liquidity, and control of price risk. I offer clients equity, balanced and
fixed income management capabilities. An important focus in all of my
investment strategies is to avoid engaging in any investment activities,
which would impair the liquidity of client portfolios. Where appropriate, I
pursue global investment opportunities and include ADRs as a way to increase
returns and provide additional diversification.
Through professional excellence, integrity, focus and sophistication, I
endeavor to fulfill my objective to be the preeminent turnkey financial
solutions professional catering specifically to the needs of wealthy
investors.
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