Engaging a new investment advisor should rate as one of the most important decisions of your life. What's at stake is your future lifestyle.
James specializes in conservative investment strategies and adds extra value by including low risk "absolute return" opportunities that enhance investment returns. Engaging the services of any professional is all about value.
The prime dictum of investing has always been "seek to preserve capital first" (not "try to make as much as possible as quickly as possible" or "the market always goes up" or "it's only a paper loss"). James expands this to "seek to preserve purchasing power first."
James has a strong background in finance and taxation with 13 years experience in public accounting before becoming an investment advisor in 1995. His personal investing experience dates back over 20 years. That long-term perspective leads to more thoughtful assessments of risk and market conditions. The accounting background allows him to evaluate financial statements and work effectively with his clients' tax advisors to develop tax efficient strategies.
James' white hair is well earned. With 4 children (at various stages of development, i.e. challenges), he and his wife Nancy are imbued in the community surrounding the diverse interests of their children.
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
