My clients are near or in retirement,
and want a clear, reliable,
and more stable plan.
Gain confidence in your path, knowing you won't outlive your money.
Prepare for a range of outcomes and better allocate assets to help achieve your goals.
Spend more time focused on your bucket list than on the market.
I help you create an individualized plan based on your needs to provide a clear understanding of your financial future.
I look at your whole picture: your assets, goals and liabilities. Only then can the right approach be contemplated.
I aim to minimize unnecessary risk by utilizing my DataDriven Process™.
Size, valuation and correlation all come into play to determine portfolio allocation based on facts and data. Let's use my DataDriven Process™ to allocate assets.
Nobel Prize-Winning theories from Harry Markowitz, Eugene Fama, Robert Shiller and William Sharpe shape my investment decisions. I'd rather study than reinvent the wheel.
Monte Carlo simulations can calculate and improve your odds of survival. Let's put history to use.
Understanding that the decisions we make together will have a large influence on your future taxes. Let's be strategic with our decisions.
Optimizing debt structure can materially increase our odds of success. Let's stop guessing with your debt.
77 West Huron Street, Chicago, IL 60654 United States