Managing investments is more about risk management than return management. - Benjamin Graham
I have been helping small businesses and individual clients throughout the United States manage their investment portfolios (and their risk!) since 1975. I am one of the few stock brokers that I am aware of who still use individual stocks in managing client portfolios. When quality companies suffer a setback and their stock falls, I will often buy the stock, balance the investment with companies that pay dividends and hold until the stock recovers.
I lived in Boca Raton, Florida for a number of years. There I was fortunate to be involved in the community, earning the City of Boca Raton and the American Red Cross (Greater Palm Beach Area) Man of Distinction Awards. In addition, I served as the American Red Cross Investment Committee Chairman and ultimately received the Financial Development Award. I was also President of the DeHornle Alzheimer’s Board of Directors.
Currently, I live in Durham, North Carolina with an office in Chapel Hill, North Carolina. If you would like to talk about your investment opportunities and/or seek references, please call me at 561-758-9233 and I’m glad to help.
Stock investing involves risk including loss of principal.