Optimizing your experience...
Optimizing your experience...
My Approach
Value investing is the philosophy. Disciplined processes are how I execute it. Consistently and without emotion.
Quarterly calls. Manual processes. Year-end tax scrambles. Good relationships, but limited bandwidth and inconsistent execution.
Full automation. No human judgment. Algorithm-only decisions. Low cost, but no one watching when things get interesting.
Systematic research that runs around the clock. Human judgment for every decision. I get the data and analysis faster; you get a person who actually decides.
The principle: Technology should amplify good judgment, not replace it. I use systematic tools for research, analysis, and surfacing opportunities. Every decision about what to buy, when to harvest, and how to position comes from me.
Every process exists to execute value investing principles with the consistency and discipline that manual processes cannot match.
I keep close watch on client portfolios, looking for rebalancing opportunities, drift from targets, and concentration risks. When markets move or valuations shift, I assess whether action is needed.
A traditional advisor checking portfolios quarterly might miss opportunities that appear and disappear in weeks. Attentive monitoring catches them.
I review portfolios for positions with unrealized losses, track wash sale windows, and look for harvesting opportunities. When I find one that makes sense, I act.
Tax-loss harvesting works best when done year-round, not just in December. Attentive monitoring catches opportunities as they appear.
I use technology to analyze markets, summarize earnings calls, scan for valuation discounts, and surface opportunities faster than I could manually. It's like having a research analyst that works around the clock.
Technology handles the data gathering and analysis. I make the judgment calls on what matters for your specific situation.
Daily market notes follow a framework I developed. Same value lens, same contrarian perspective. I review and refine the approach regularly. Think of it as my ongoing market commentary, delivered consistently.
Clients deserve consistent analysis, not sporadic updates when I happen to have time. The framework ensures my perspective reaches you daily.
My systems surface opportunities. I decide whether they're real. The gold thesis wasn't an algorithm. It was recognizing that 5,000 years of monetary history doesn't become obsolete.
Every trade, every harvest, every rebalance gets reviewed before execution. Technology suggests; I decide. That's a feature, not a limitation.
You still work with a person who knows your situation, answers your questions, and thinks about your specific needs. Technology makes me more effective. It doesn't replace me.