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Services offered:
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Financial Planning
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Portfolio Management
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Retirement Savings
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Stocks/ Bonds
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Employee Benefits
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Qualifications:
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Minimum Account Size:
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Fee Structures:
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Planning Fee
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Asset Based Fee
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Years of experience:
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11
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Education:
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BSBA, Olin School of Business, Washington, University, St. Louis, MO
Diploma, Trinity Christian Academy, Addison, TX
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Age:
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38
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Foreign Languages:
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English
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Religion:
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Protestant
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My value to clients:
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MAC is a firm that has tailored its services specifically to Middle Americans who can ill afford to lose money in down or bear markets but at the same time need to generate signficant gains in bull markets. We use tactical allocation models to deliver positive returns in both bull and bear markets. This is especially critical for clients who are drawing an income from their portfolio.
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Investment/ Business Philosophy:
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Our firm has a unique approach to Asset Management which involves implementing a Global Macro, long-short strategy with the objective of delivering positive returns in all types of market climates. You can read more on our website at
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Target Clients:
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Middle Americans who are either in or near retirement. We utilize an active strategy so it is beneficial if our clients retain a significant portion of their liquid assets in qualified accounts (IRAs).
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Personal/ Additional Details:
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Our strategy based on our Global Macro views of the market is what makes MAC a truly unique asset management firm. You can read about our approach to investing by reading our Market Outlook.
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