Investment Management and AdvisingBased in the Washington DC area. Serving clients in the US and UK


As both an analyst and investor for over 30 years the learning never ends. Credit Suisse First Boston published a book I wrote in 1988, but it was just the first step in a process of constant development that took me to Managing Director on the JPMorgan Proprietary Trading Desk in London, to running my own investment management practice in the US.

My mission as an investment advisor is to help people avoid the hidden pitfalls in the investment process and achieve a successful long-term outcome. Above all else, I believe my job is to help investors understand that there are investment approaches that can dramatically reduce risk without a reduction in the potential for long-term returns.

Learn how to lower your risk without reducing your potential for long term returns in my guide: Investment Planning And Risk: Avoiding Key Pitfalls

High Returns Without High Risk. Here is an example, but it is just the starting point:

Free one hour consultation for qualifying investors.