After more than three decades of managing investments for clients, what have you learned that is most important about what you do?
Protect the client and deliver on my promises.
What are your guiding principles?
Consistent application of proven methods.
Be true to the client and do the right thing.
Hold myself accountable to the client.
What do you enjoy about being a Portfolio Manager?
Having the responsibility when clients entrust me with their investments is what drives me and achieving the clients' long-term goals is our reward.
How do you make clients feel valued?
I put their interests first. Our conversations are candid and realistic.
I never forget that it's their money. My role is to be the quarterback for their portfolio.
Are their common traits between you and your clients that stand out?
Character traits most common that our clients share tend to be that they are hard-working, conservative and realistic. They tend to have traditional values with a long-term view.
Last thoughts?
Commitment to process is what we do best. We keep our egos in check.
It's a big world out there and clients benefit from the fact that we have been implementing global portfolios for more than three decades.
