David and the team do a great job. Very personalized wealth management approach that is comprehensive yet focused when it needs to be. There are several investment options that are usually not considered with typical financial advisors that use "modern portfolio management approach" to investing.
I have been particularly happy with the Global Tactical strategy, which has proven to be responsive to changes in the financial climate with excellent upside gains yet mitigates downside risk. This uses a momentum based model that is constantly monitored for changes in asset class.
Most importantly the specific financial concerns of the individual investor are strongly considered in developing a comprehensive plan. This is not a cookie cutter investing, not one size fits all but rather a tailored approach to the individual and their family.
I have been with David for many years and strongly recommend him.
Merritt Bern (Jon)