Our Secret Sauce

A typical portfolio I construct consists of a well diversified managed foundation, which takes into account our clients' objectives, time frame, and risk tolerance.

This foundation is usually contracted out to the highest ranked portfolio managers, of which we have exclusive access through our Investment Consulting Service Program.  These are pension fund and institutional managers that are held to the highest of standards.  We strictly monitor these managers on an regular basis to ensure they are meeting our expectations.

In addition, this foundation is supplemented with specific stocks of my choosing. 

These are companies that incorporate the three B's:

Brand

Barriers to Entry

Brains

Companies that hold all three criteria are rare, and mostly exist in the US stock market.

I am an expert at identifying these companies.

The result has been significant positive long-term returns for my clients.

I take investment performance VERY seriously.

 

"Advisors should be held accountable for their investment performance.  I have seen many of my competitor's portfolios that have generated sub-par returns over the long-term.  A client should regularly ask themselves, am I generating investment returns that are better than average and is it truly making a difference to me?"