Understanding You as an Individual and Investor
I am a passionately detailed advisor, and I take my investment recommendations personally. In my eyes, investing is a mix of human nature and economics, and so I work to understand both. I recognize that I can’t be all things to all investors, and therefore I have honed my business toward a particular type of client.
Backed by more than 30 years of experience, my strengths lie in studying economics, market psychology, investment products, and managers. I don’t presume financial planning or pie charts, although I have the education and tools to provide a detailed plan when appropriate. My focus is always on results.
My business is unique because of my training and experience, and because of those who built Benjamin F. Edwards & Co. I have a long history with, and deep understanding of, municipal bonds – in which, my experience has shown, many wealthy and successful investors invest. This gives me a unique perspective on how that market operates, and I enjoy being able to advance that knowledge.
Get in touch with me today, and learn more about how successful investors use municipal bonds to achieve their goals.