Managed Assets

I offer an actively managed strategy for taxable accounts, retirement accounts, trusts, corporations, and institutional investors. Accounts are held at Interactive Brokers.  Clients have full transparency, liquidity, and complete control of their accounts.

My goal to significantly outperform the market by owning and trading around the strongest stocks in a rising market and protecting the capital during market corrections.

For more information or for a free portfolio analysis, please email me at