Thank you for visiting our website. We chose to have a presence on the web to be able to communicate quickly and effectively with our clients, and to give prospective clients a way to find out more about our group before meeting face-to-face.
Please take the time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we compose portfolios for our clients. The Contact us section includes our telephone numbers, as well as the information required to reach us by email.
"What impresses me most about David is his objective assessment of the fundamentals in play and his firm conviction in the logical outcome, e.g. David warned about the subprime mortgage and accurately forecasted its timing." -R.H.
"I am very pleased and confident in the job you are doing." -B.M.
"I am always happy with my accounts." -B.D.
"Thanks for doing such a great job." -A.L.