Ah… Blue Sky! 

Years ago, I worked for an educational publishing and distribution company as a regional director. I did a lot of recruiting and there was one ad that always got a big response. The heading simply said, “Blue Sky is nice to look at… but not to hear! Straight talk is what we offer”. The ad then went on to describe the type of individual that we were looking for and the qualifications they might have.

I believe there was a lesson to be learned back then. One that is still true today. People are looking for more than pretty pictures when it comes to their finances and their future. They crave straight talk because it is so rare. On this site, you’ll find straight talk. If not, you’re welcome to email me and take me to task. 

If you’re browsing my site, you may be a “do-it-yourself” investor. That’s fine and welcome! We may never work together; however, you may find something here that helps you do whatever you do… better! Others may be a “collaborative”-type of investor. In other words, you might like to do a lot of the work yourself; however, you often like to bounce ideas off someone like myself. I’d like to welcome you as well! Then there are those of you who prefer to delegate the management of your investments to seasoned professionals. YOU, my friend, are the visitor this site is designed for. 

Steven Covey, author of The Seven Habits of Highly Effective People, writes that “…effectively delegating to others is perhaps the single most powerful high-leverage activity there is.” I design and manage highly customized investment portfolios and I am looking for individuals who choose to delegate that process. I have twenty-five years' financial markets experience to back me up and more than twenty years of Certified Financial Planner® continuing education.

So, if you are looking for an investment manager, please spend some time with me on this site. You can learn a little more about our Preferred Advisor program by clicking here. If you are reluctant to delegate responsibility, you might consider another comment by Steven Covey, “We accomplish all that we do through delegation – either to time or to other people.”