Character and competence.
I think those are the two most important traits of a good investment advisor. If you were to ask my clients why they asked me to manage their money, their answer would focus on the fact that they know that I am looking out for their interests and they are confident ...
more
Character and competence.
I think those are the two most important traits of a good investment advisor. If you were to ask my clients why they asked me to manage their money, their answer would focus on the fact that they know that I am looking out for their interests and they are confident that I will add value for them.
Character.
My clients know that I am watching out for them. Everyone claims to be a fiduciary, but I back up that claim with action. I co-invest alongside my clients. I offer them very low fees (as low as .5%). For qualified investors, I offer a performance-based fee with no asset-based fee. That means I only get paid to the extent that I provide return. I have a lot of skin in the game.
Competence.
Drawing upon a background of institutional money management, I bring a different set of skills and experience than most advisors. Not many advisors have been hedge fund managers. Not many have managed five-star mutual funds. Not many have done sophisticated research, managed large (multi-billion) portfolios, or overseen large organizations. That institutional-quality background is brought to bear on my clients’ portfolios with my personal daily attention.
Unique portfolios.
Most advisor portfolios look similar, have similar risk exposures, and provide similar returns. Not mine. I specialize in “go anywhere” tactical timing of exposures to asset classes, countries, currencies, sectors, industries, and investment factors (such as small vs large, growth vs value, etc.). Although I do offer traditional “core” portfolios (for a low fee of .5%), I also have two portfolios that provide more of an absolute return. My Multi-Strategy Portfolio is built for IRAs and emphasizes steady income. My Global Macro Portfolio provides a hedged, low-risk return, with a low enough correlation to stocks and bonds to provide outstanding diversification benefits.
less
