For a relationship to last, it has to be a good FIT for both parties.

The Four Elements of FIT:

  • Relationship — Do we like each other, and are we able to work together?
  • Money to manage –- I find my investment model is best suited for those who have investable assets of $500,000 or more.
  • Values — Do we share similar values?  If we do, in time, I should be able to earn your trust.