The Process

Developed out of Necessity, Founded on Truth. 

The amount of tainted and confusing information produced by financial media and firms in today's world is the highest that I've seen in my career.   I use a unique data process to gain a purified perspective. 

The core of this process is that your planning and investment decisions should be built on non-narrative, heavily scrutinized, properly interpreted, economic and market facts. 

The data process fosters competence in risk evaluation and asset class behavior.  It is this level of competence that allows for informed non-bias portfolio construction.


This construct is designed to be dynamic, risk appropriate, and opportunistic through the changing conditions presented by all phases of market cycles.

The plan refines thousands of data points into a 12 Step Process of Efficient Capital Management.

  • It all starts with listening to you and understanding your perspective.
  • I help you bring it all together to create a trusted, organized, technically proficient plan.
  • The priority is to have you save time, be more efficient and feel better. 

Organize, Simplify, Save Time, Feel Better? Click it.


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