My investment selection process starts with a focus on value. However, depending on the client, and his or her goals and time horizons, I will review all investments with other criteria to evaluate the potential stability and growth of the investment. I have found – no matter the client’s income or background – that taking a holistic approach provides a solid basis for gaining an understanding of his or her needs.
Corporate or institutional relationships can be different than traditional individual clients – understanding corporate dynamics can be very challenging. However, I strive to understand management’s direction for the business and the issues faced. I do this by using a different set of parameters and addressing regulatory issues and other potential complexities.