Wealth Management

Dedicated to developing and executing innovative strategies to build your wealth. Money Management Services are a primary business at Western International Securities, Inc, not an afterthought.

I believe that successful wealth management is determined by personal relationships and shared values. Thus, I take special care and interest in the concerns and commitments of my clients, and then translate that understanding into useful knowledge for the fulfillment of my client responsibilities. My distinct, Top-down, growth conception philosophy and process characterize every investment decision. Adherence to this narrow discipline through my proprietary TROIKA model enables me to construct portfolios that seek to maximize returns while minimizing risk. My experience in managing money for prominent clients has sharpened my long-term, consistent approach to investing. Wealth Management is defined through personalized advice and a comprehensive array of wealth management services, including: Customized Portfolio Management Financial Planning Guideline Development and Benchmark Definition Income Payout Needs Risk optimization analysis Reporting Strategic Gifting When employing outside managers for part or all of a strategy for managing clients money, my consultative process includes the search, selection and monitoring of investment managers with particular emphasis on combining disciplines and strategies with low or negative correlations. Managers are continually assessed to ensure that they meet client investment goals and objectives.