Our story

I have just found it frustrating to see the unnecessary complexity in so many portfolios that are put together by financial advisors. They do it, I think, to hold on to clients. If it’s complex, clients won’t leave. The investment portfolios we will construct together are based in the academic research, and after a bit of time with me, could be managed by you. Some people will do that, and others will stick around because they really don’t want to think about their finances, or because they have always done it themselves, but would like to have someone to bounce ideas off of.