Heart and Science
Bob takes a “heart and science” approach to working with clients and their investments. The “heart” aspect is around building long-term relationships with clients which starts with gaining a true understanding where you are in your life and where you want to go. Bob asks impactful questions to learn more about you, your family, business, philosophy, dreams, feelings about debt and any other factors that may affect you financially – and always puts your needs above his own.
The rest is all science. Bob discusses risk and vulnerabilities with you, takes you through Riskalyze to learn your objective risk tolerance score and evaluates, adjusts or develops your portfolio to ensure it is in alignment with your goals, risk tolerance and philosophy. Bob and his team utilize fundamental and technical analysis along with multiple money managers to diversify and match risk in our client’s investment portfolios.