Optimizing your experience...
Optimizing your experience...
What You Get
Value investing philosophy. Agile execution. Proactive tax management. Here's exactly what working together looks like.
Risk-defined portfolios built on value investing principles. A diversified foundation with thesis-driven positions toward undervalued assets when the crowd ignores them.
Proactive tax management that runs year-round, not just in December. I look for harvesting opportunities as they arise, track wash sales, and coordinate with your CPA.
Ongoing analysis to identify mispriced opportunities. When the crowd ignores an asset class, I pay attention. When valuations detach from fundamentals, I act.
You work directly with me. No call centers, no junior associates, no runaround. When you have a question, you get an answer. When something matters, I reach out proactively.
For business owners who want help managing their company 401(k).
I help small business owners navigate company retirement plans. From fund selection to quarterly reviews, I serve as your plan's investment fiduciary, taking the compliance burden off your plate.
I don't define myself against other advisors. I define myself by what I actually do.
Before building your portfolio, I ask: what could go wrong? A 30% market drop, a three-year sideways grind, a spike in inflation. Every portfolio I build starts with these scenarios, ensuring you can weather them without abandoning the plan.
No position exists in your portfolio without a documented thesis. Why this asset? What would make me sell it? What's the expected range of outcomes? You'll never wonder why you own something.
No investment committees. No approval chains. When an opportunity appears or a thesis breaks, I act. This doesn't mean I trade constantly—most positions are held for years. But when something changes, I don't wait for a quarterly review.