My goal is to preserve and grow my clients' capital, while providing them with the highest possible standard of personal service.

I seek to achieve this by delivering the following:

• Customization: Every client's situation and needs are different. I like to create a detailed personal profile for each of my clients. Every cilent has a unique strategy based on his or her specific circumstances.
   
• Asset Allocation: The selection of asset classes is usually the most important determinant of the variability of long-term returns. I strive to provide my clients with the highest level of return based on their appropriate and stated levels of risk.
   
• Due Diligence: I believe that what makes one a successful business owner is the same as what makes one a successful investor. Before making any investment, investigate, research and analyze many opportunities. I continuously monitor specific investments and perform ongoing due diligence to watch out for trouble – or to spot further opportunity.
   
• Coordination: Your investments are an integral part of your life. I will work with you and if desired, your family and/or other interdependent relationships, to ensure that your investment strategy is consistent with your current financial situation, your estate plans and your philanthropic objectives.
   
• Communication: You will be provided with clear, concise statements and periodic performance reports. In addition, I conduct regular meetings with my clients to review their personal situation and to provide further on-going advice.

Why clients choose me

• Client Focus: My business is built on one to one relationships and I am fully committed to the satisfaction and success of each and every client. I always put my clients' interests first and use every appropriate resource available to me in my daily practices.
   
• Performance: My goal is to provide clients with superior long-term results within the context of their personal risk tolerances. Honesty, consistency and due diligence are key components of this process.
   
• Access: .My clients have convenient 24 hour access to their financial information through Blackmont.com Envoy.
   
• Experience: My professional and life experiences, both within and beyond the financial world, have given me a unique perspective and a special ability to understand clients' situations and objectives.

My Business Principles

• My clients' interests come first and I know if my clients are successful, then I am successful. I believe that my business must be client centric and focused. It is paramount to truly understand what is important to my clients and know what my clients worry about the most.
   
• I believe in providing clients with true value-added advice and service. I continue to review and evolve my practices with uncompromising determination to achieve excellence.