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Managed Assets

/Managed Assets
Managed Assets 2017-11-19T14:19:34+00:00

My philosophy is simple: When the market is healthy, I expose my clients to the best possible stocks I can find. When the market shows warning signs, I reduce our exposure and capital preservation becomes my number one priority. Outperforming the market is one of the hardest jobs but I believe it is possible through discipline, hard work and mental toughness. I spend the majority of my time working on these skills in order to produce superior performance for my clients.

I offer an actively managed product for taxable accounts, IRA/retirement accounts, Trusts, Corporations and Institutional Investors. Accounts are held at Interactive Brokers, rated the #1 custodian by Barron’s three years in a row. Clients have 100% transparency, visibility and complete control of their accounts. For more information or for a FREE portfolio analysis, please email me at [email protected].

 

 

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