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.