

I developed this site to help my students, clients and the general public to get answers to their general financial questions. I operate an independent investment management consulting firm serving individual and institutional investors in the Commonwealth of Massachusetts. I work in partnership with my clients to help them to develop an investment plan designed to meet their short and long term objectives while addressing their investment constraints. |
Corporate Social Responsibility 100% of the profits generated from this site during the Winter/Spring 2010 term will be donated to charitable organizations dedicated to helping the survivors of Haiti earthquake. Please help improve the lives and ease the pain of the many children in Haiti who have lost so much. If you would like to recommend a non-profit organization for our charitable programs, please e-mail us your recommendation and we will be glad to review it. |
| Experience, advanced degrees, and professional certifications demonstrating commitment to maintaining the highest standards in the investment consulting industry. Learn more... |
Our proprietary research and optimization models evaluate short and long term economic variables to analyze financial markets while removing the home bias effect. Our goal is to help clients avoid short term permanent losses while maintaining a relevant long term strategy. Our sole business is to provide investment management consulting services and financial advice. We operate with a solid professional reputation free from conflicts with financial institutions. |
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Did you always want to start your own business? This may be the right time! Check our new section biz-Planning |
Don't Risk What You Can't Afford to Lose 401K Account Review Learn more... |