Detailed Financial Planning and Investment Management are our core capabilities

Investment Philosophy

Our practice manages over One Billion in assets under management with an investment strategy rooted in bottoms-up fundamental research. We seek to invest in the highest quality, financially sound companies that possess quality financial strength, revenue and earnings growth, high returns on equity, consistent cash flows and stable balance sheets. We view our investment timeline as forever, which generally results in low portfolio turnover and typically tax efficient for taxable investors. However, we will sell a portfolio position if there’s a fundamental change with our initial investment thesis. Our approach to quality is also employed when investing in bonds. Our portfolios are customized to each individual client based on their overall risk tolerance.

Planning Philosophy

Our principal belief is that everything begins with a well-designed financial plan. We are highly adept at seeing the full landscape of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.

Keep in mind that investing involves risk and investors may incur a profit or a loss regardless of strategy selected.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high net-worth individuals, families and organizations.