Becoming my client
With a clear vision, I focus on providing discretionary portfolio management and venture capital opportunities to successful professionals, business owners and affluent families. Many of my clients enjoy a hands-on involvement in the investment process, and many have asked me to help them invest their inheritances.
Keeping my clientele small and select, I maintain a very high level of personal service and attention and earn deep trust. I act as my clients’ single point of contact and liaise with their team of professional advisors, such as lawyers, accountants, tax specialists and estate planners, or recommend proven people from my network of trusted contacts.
Communication will be frequent and we will always have at least one annual meeting face-to-face to review your circumstances, needs and goals in depth. Meetings will always have a focused agenda, which records our conversation for future reference.
My strength is dissecting balance sheets and gathering research—both my own and that of Richardson Wealth’s research analysts—and interpreting this data to help people achieve what they want from life. Working one-on-one with people is what drives me every day, so I choose my clients with discretion and take on new investors through personal referrals only.