Optimizing your experience...
Registered Investment Advisor · Milwaukee, WI
Gold when everyone chased crypto. Systematic processes when advisors called them impersonal. The same value investing lens, applied to everything—including how I manage your portfolio.
For investors with $250K+ who want conviction, not consensus.
Most advisors follow the crowd. I look for what the crowd is missing—then execute with the discipline that emotional decision-making can't match.
When an entire generation dismisses gold as "boomer rocks" while chasing meme stocks, that's mispricing. I build portfolios around what's undervalued, not what's popular.
Value investing finds opportunities. Systematic processes capture them. Daily monitoring, rules-based rebalancing, and tax-loss harvesting that runs year-round—not as a December scramble.
Taxes destroy returns. I coordinate with your CPA, harvest losses when they appear, and place assets where they're most tax-efficient. The boring work that actually compounds.
The Philosophy in Action
In 2024, gold and silver miners were dismissed as relics. The crowd chased crypto, meme stocks, AI hype. Mining stocks traded at decade-low valuations relative to the metals they produced.
I loaded up. Not because I had a crystal ball, but because 5,000 years of monetary history doesn't disappear because a generation discovered Bitcoin. When an asset class gets ignored by an entire demographic, that's exactly when value investors pay attention.
Same lens. Different opportunities. That's what I bring to your portfolio.
Past investment decisions reflect personal trading history and philosophy, not guaranteed future results. All investing involves risk.
Direct access. Clear communication. No runaround.
I review your current holdings, identify tax inefficiencies, and show you specific opportunities—not generic advice.
We discuss what I found, whether my approach fits your situation, and what working together would look like. Straightforward conversation.
Your assets stay at Interactive Brokers. I manage the portfolio with daily oversight, tax optimization, and disciplined rebalancing.
I work with a specific type of investor. If this sounds like you, we should talk.
You have $250K+ invested and want someone who will actually manage it—not put you in a model portfolio and disappear.
You think long-term. You understand that real wealth is built over decades, not quarters. Volatility doesn't scare you.
You care about taxes. You know that what you keep matters more than what you earn. You want proactive tax management.
You value substance over flash. You don't need quarterly performance theater or fancy offices. You want results and straight answers.