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Manager Overview
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Thank you for visiting my profile. With almost 30 years experience, I help investors do well with their investment portfolios and make smart decisions with their money. My motto is: "Take good care of the clients while I take good care of their assets". This speaks to the two fold mission I have in working with my clients. I help clients have peace of mind, knowing that their money is being managed well. At the same time, I provide a high level of personal service. This is your money and it deserves to be managed well. I would enjoy having the opportunity to speak with you. |
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Experience & Disclosure
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My CRD Number:
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127059 |
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Firm CRD Number:
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127059 |
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Work Experience:
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I began working in the investment advisory business in 1979 upon receiving an MBA from Stanford University. I have had a wealth of experiences over that time. For many years, I worked as an international mutual fund manager, with extensive travel to Asia and Europe, which helped me hone the knowledge and skills to help my clients succeed in today's global markets. I put my many years of experience to work to help you succeed with your investment portfolio, whether you are looking for growth, or income, or some mix of the two. |
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Academic Background:
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I received an MBA from Stanford University in 1979. I graduated from Brigham Young University in 1977 majoring in economics. I received the distinction of graduating magna cum laude with honors. |
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Services
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Types of Investments:
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My strategies are designed to help investors achieve their investment goals, whether for strong portfolio growth, or for high income and lower risk. Many clients have me do a mix of both. I sit down with my clients and help them decide the investment approach that will be right for them, and then help them achieve it through disciplined, professional management over time. |
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Qualifications
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Certifications, Accreditations and Designations:
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I belong to the CFA Institute, the leading organization for investment management professionals. I also belong to the San Francisco Technical Analysts Society. |
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Number of Advisors in Office:
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1 |
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Advisor's Number of Clients:
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32 |
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Assets Managed by Advisor:
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115,000,000 |
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Compensation
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New Client Minimum Portfolio Size:
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1,000,000 |
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Fee:
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Fee only, based on portfolio size |
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Money Manager Articles
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