The main reason I come to the office every day is that I believe (because my clients tell me so) that I make a difference in their lives.

What goes into being able to make that difference has been gathered over 25 years of reconciling my client’s hopes and dreams with the realities of the financial markets.

An important element in being able to do this successfully is that I never think of what I do as “managing assets”.  In my mind I am managing client’s life savings and that is a matter of trust, not salesmanship.