Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
CIM®
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so."
Mark Twain
We have never met anyone who can predict the future, yet many in the investment industry promote this very notion as their competitive advantage. Instead, we embrace the uncertain nature of global financial markets and develop investment strategies designed to thrive in this often harsh environment.
We believe that our clients value our disciplined, patient approach that aims to grow their capital through compound returns. We embrace forward-thinking investment strategies that are modeled after the world's preeminent pension funds and are built on a foundation of robust financial planning that covers all aspects of your wealth.
As a licensed portfolio manager, I have a fiduciary duty to our clients. This is the highest legal standard of care in the investment industry. It ensures our clients receive the transparency, fair pricing, continuous oversight and service they deserve.
Contact us to discover if you could also benefit from our disciplined investment and wealth management program.
English
Associate Investment Advisor
CFA
CIM®
Victor is integral to our research, wealth planning and portfolio management needs. Not only does Victor help create and execute our strategies, his deep knowledge of financial markets makes him an invaluable resource. If you ever have questions about your portfolio, markets or just about anything else, Victor is here to help.
Client Service Associate
Client Service Associate
Galit is our operations specialist. She keeps the practice running efficiently and ensures clients get everything they need - money transfers, documentation requirements, scheduling meetings/calls, annual tax packages and any reporting requirements throughout the year.