“I could be the greatest money manager in the world, but if I don’t help you to minimize income and estate taxes, and help you to identify personal and business risks that could negatively impact your lifestyle there is no way for me to overcome those potential losses. ”
— Paul N. FRANKLIN, FOUNDER and CEO
My Mission
As a wealth advisor, my mission is to prudently grow your capital through the lens of preservation first and appreciation second. The management of wealth is an exercise in coordination. This is a coordination between you and me, and often a coordination with other trusted experts to ensure the best possible outcome for you and your family.
My Investment Philosophy
We are active value investors. We are always on the lookout for companies who’s share price is currently trading at a discount to our appraisal of what the business will trade for in the future. We then overlay a unique trend-following process to help us during our accumulation and / or disposition of the stock. This perspective allows us to identify which business trends have the greatest probability of generating profits.