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A Value Investor
I consider myself a “value investor”. What does this mean?
Well, it means that investments are analyzed based on the profitability
of a business and it’s net assets. This value is measured relative to it’s
current valuation and future potential.
I perform my own research on
companies that includes analyzing financial statements, news releases,
technical analysis of the trading history and often leads to a telephone
conversation with senior management. This rigorous process is time consuming
but results in a good understanding of the potential and risk level of various
investments.
I invest in companies that are profitable with good
business fundamentals and excellent long-term potential.
My Business Philosophy
I
believe in working hard for my clients to provide them with a high
level of service and personal attention to their individual
circumstances. I believe in taking the time to get to know your
clients well so that you can understand their needs, concerns, goals
and be able to tailor an investment portfolio to suit their
objectives. My personal satisfaction comes from growing
my client's assets and preparing them for the future! | 
