Investment Philosophy

I am committed to a prudent investment philosophy because I believe it is in the best interest of my clients. I advise my clients to:


  • Use diversification to minimize risk*
  • Use a long-term approach, yet be flexible enough to periodically tweak it
  • Avoid making irrational decisions based on emotions
  • Avoid letting pride impair judgement
  • Avoid getting caught up in investments made by others. Their choices may not be appropriate for you
  • Avoid holding onto a losing investment
    *Diversification cannot eliminate the risk of investment losses.