Phoenix, AZ 85022
We are an independent fiduciary, required to act in the best interest of our clients. We carefully
blend financial concepts and analytical evaluations of various options to educate, develop an
action plan and monitor results to help clients pursue their financial goals.
Based on a CPA firm background and 30+ years of making investment and financial planning recommendations I specialized in a "participate yet protect" philosophy.
I monitor many investment managers - not just a favored few - to choose our key recommendations based on a clients objectives and risk tolerance. One of the many factors we monitor is a managers long-term risk vs. reward history. This is calculated in modern portfolio terms of Beta (risk relative to a baseline) vs. Alpha (outperformance vs. risk taken). These are just two of many factors we evaluate when making investment recommendations.
I educate clients on the pros and cons of various investment alternatives and actively monitor results. I update you on changing market conditions and suggest adjustments as the investment outlook changes. Portfolios are not static but should be dynamically changing with market conditions.
As a financial advisor, I give you the facts as an independent Registered Investment Advisor to help you make important investment decisions based on my analytical CPA firm background, not impressive salesmanship.
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I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
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Investment Advisory Service offered through Hutchison Investment Advisors, Inc. Securities offered through Cetera Advisors, LLC, member FINRA/SIPC Cetera is under separate ownership from any other named entity.