We research investments, not investment products.
Typical advisors are middlemen. Not us. No mutual funds. No insurance products. No hedge funds. We research industries and businesses. We use this research to invest directly in publicly traded stocks and bonds on behalf of our clients.
We are aggressive investors. We are conservative investors. We are balanced investors.
We do not decide how much risk a client should take. The client does. Our job is to express that risk tolerance in publicly traded markets with appropriate investments, client by client.
Each client portfolio is unique.
No two clients open an account at the same time with the same risk parameters and the same tax consequences. Why should they have the same investments?