Our partnership draws upon 48 years of combined experience and technical expertise, including portfolio and risk management, asset allocation and diversification strategies, strategic financial and estate planning for families, and corporate retirement planning.
Utilizing a strong background in international affairs and economics, we apply a geopolitical perspective to our investment philosophy. The interconnectedness of a global economy requires an understanding of the dynamics that shape world markets. Using a dynamic and thematic approach with a disciplined portfolio selection process allows our team to target unique opportunities.
We believe the increasing complexity of today’s financial and investment landscape demands our very best efforts. Part of that effort is Raymond James for its strength in products and services, and other professional alliances selected for their knowledge, commitment, and devotion to client service and relationships.
