I am an independent investor who has managed a stock portfolio for over four years. Our portfolio consists primarily of small and mid cap stocks.

I am an independent investor who has managed a stock portfolio for over four years. Our portfolio consists primarily of small and mid cap stocks that are diversified across numerous sectors/industries. Our investment strategy seeks to achieve mid to long term growth based on fundamental and technical market information. Our philosophy is that managing a stock portfolio is no different than managing any other type of asset (ex. residential or commerical property). A disciplined investment plan mu...

I am an independent investor who has managed a stock portfolio for over four years. Our portfolio consists primarily of small and mid cap stocks that are diversified across numerous sectors/industries. Our investment strategy seeks to achieve mid to long term growth based on fundamental and technical market information. Our philosophy is that managing a stock portfolio is no different than managing any other type of asset (ex. residential or commerical property). A disciplined investment plan must be tailored towards an individual's financial needs and reflect their level of risk tolerance. We believe that "Markets Reward Those That Seek Knowledge".