Business Profile and Philosophy

Based in richly diverse Los Angeles, but with a deeply rooted international network due to extensive career experience, I serve clients in the US, Asia and Europe who represent investment advisors and professional or self-directed investors. A significant part of my work involves:

  • Identifying investment strategies and themes with an emphasis on market timing support; and
  • Directly or indirectly providing portfolio oversight with respect to asset allocation and risk management

The above are performed via consulting and advisory research services which incorporate a rigorous and proprietary multi-disciplined methodology of quantitative, technical, fundamental and qualitative analysis of the capital markets derived from continuously monitoring core asset classes in the following types of securities:

  • Futures, Commodities and Forex
  • Stocks, Options and ETFs
  • Benchmark Indices

When it comes to service, two quotes embody my philosophy and commitment to professional relationships:

#1)“Why fit in when you were born to stand out?” – Dr. Seuss

Common challenges are shared in the financial world of investments, but common solutions or approaches may not always be appropriate. My job is to research unique perspectives and deliver alternative sound ideas which provide a competitive edge in terms of performance and risk-vs-reward.

#2)“The difference between good and being great is just a little extra effort.” – Duffy Daugherty

Thorough due diligence involves listening to the markets and ignoring the noise, asking intelligent questions, and being constantly present to observe and evaluate subtleties in price-volume analysis or inter-market analysis and it is what I do. Results oriented performance without compromising quality and standards is what it’s all about!

Still Curious and Want to Learn More?

Reach out today to schedule an initial consultation and determine if we’re a suitable match. Just one click is all it takes.