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!
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.