Our Investing Approach

Dave’s approach to investing is fairly simple. It is to match the prospective client’s risk tolerance, time horizon, and specific financial goals with the most similar, overlaying, conservative investment/financial strategy. Full disclosure and asking questions are both important elements in each of Dave’s meetings. His ability to take a very complicated subject and relate it in everyday language enables the conservative investor to really appreciate and understand the benefits of their specific investment plan.

When it comes to financial management, no individual or business wants to feel forced into a cookie cutter type of investment environment. You want to work with a professional who will take the time to understand how you feel about your specific financial situation, what your goals are and where you want to be in five, ten or even twenty years down the road. Dave also believes in the power of being independent. Because Dave’s not captive to any one particular financial institution, and doesn’t handle any proprietary financial products, he can be unbiased when  recommending specific investments for your benefit. Dave has access to nearly the entire universe of investment and financial planning tools. Asset Allocation of investments is at the core of our risk reward model for our investors. Our goal is to fit current financial opportunities to individuals and businesses, not the other way around.