PIM Portfolio Manager, Vice President - Investments
I am a student of the markets, and as such, I freely admit that there are seemingly countless approaches that one can take to investing one's assets. I must say that there is endless and often mind numbing academia on investing, with each idea finding flaws in the previous or touting the Holy Grail. This industry wants so much (as does man I suppose) to put things neatly away in some quantifiable box. For as much as I haven't seen that come to fruition, I have found that if an investor can eliminate, or at least control the outside noise, and understands some behavioral risk that often erodes returns, uses a rules based approach and has guidance, that favorable outcomes prevail.
What's most important is what you learn after you think you know it all. After 25 plus years in this industry, I have distilled my thinking down to a practical approach that doesn't rely on forecasting the future with unknown information. For an overview of my approach to portfolio management, please see the follwing link: It Works Until It Doesn't →
Let me share with you a high-minded approach to the investing of your assets and of equal importance - how to sensibly convert those assets to take an income stream during retirement. Consider an exploratory meeting to learn more about how my capabilities might fit your needs.
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