George strives to construct portfolios that minimize risk and provide rewarding returns using custom strategies for each client’s distinct situation. He personally manages the custom portfolios, taking care to ensure individual goals align with the investment risk. His investment style is characterized by using stocks that have been in long-standing patterns of outperformance for the core of the portfolio.
With a commitment to being approachable and available for his clients, George prioritizes honesty and trust. By focusing on the fundamental tenets of investing and avoiding reactionary decision-making, he helps his clients sort through the noise that surrounds everyday life.
A discretionary money manager holding Series 66, 7, 24 and an insurance license, George is prepared to assist his clients with every aspect of their financial picture. As a client, you can expect to hear from him at least quarterly so he can stay up to date with your evolving needs.
