Asset Management Services

Asset Management is somewhat of a nebulous term. Something Brian often hears from prospects is, “my financial advisor manages my money.” While this might be true with some advisors, it is in fact very rare today. The truth is, a plethora of investment opportunities are available to everyone that has the ability to invest, and many people are managing their own money, with or without experience!

Financial Psychology

With the understanding that your individual needs are paramount, Brian’s investment and asset management approach focuses on managing both YOU and the PROCESS while maintaining his fiduciary responsibilities. He believes his role to be that of a “financial psychologist” that helps manage your expectations and your emotions. Believe it or not, the latter can have a greater effect on your ability to grow wealth than the investment markets themselves.


Asset management

Investment Management

Brian is a student of “behavioral finance,” a decades-old concept that won a Nobel Prize in economics, yet is unfamiliar to many investors. In a nutshell, it focuses on how psychological influences and personal biases can affect your financial outcomes. Brian also believes that investment management should be delegated to the true professionals who manage billions of dollars of client wealth. Only from them should you determine which money manager, mutual fund, or exchange traded fund (ETF) is best suited for your needs.

Invested in You and Your Assets

Brian’s role includes helping you cut through the financial myths and other noise that is projected through cable news channels, financial magazines, and any of the “financial entertainers.” Because he prefers to work on a fee basis with no front end commissions, this means that his reward is associated with the successful performance of your portfolio. If you do well, he does well. Being invested in your success allows Brian to maintain an ongoing, meaningful connection with you and your family.