Investment Results Too Good to Ignore...

Updated: Jul 27

Like you, I am super skeptical of investment managers.

Many seem to have a great angel or investment approach till they go live.

Most create results that rarely catch up to their pie in the sky expectations.

Finally, at over 30 years in the financial industry, not to mention pandemic, economic lockdowns, and riots; I've finally found the first money manager that I feel completely confident in having manage the bulk of my private clients portfolios.

His streamlined approach and philosophy just works. No one can predict the future, but I have his results back to 2008 and they exceptional to say the least. The best part is that he is not doing this with derivatives and options, his stock research is creating these results!

Not only that, he and his team provide weekly updates that are both educational and keep investors up to speed without bogging them down.

Now I can focus more on the big picture so we can optimize assets, cut taxes to the bone, and find opportunities without the investment portfolios missing a beat.

With Covid19, the economic uncertainty is greater than ever. Add in an election, riots, and natural disasters, money management is the last thing most want to have to deal with. In addition, every dollar counts as we head toward they abyss.

If you like what you see, contact for more detailed information.

Send email to or call 949-218-4245

Past performance is not indicative of future results