Experience informs the approach.
Mike’s experience managing investments through changing markets informs his focus on risk. He studies market behavior and the circumstances in which securities may be undervalued.
His work includes the development, implementation and oversight of client portfolios. The aim is to assess risk carefully while seeking investments with the potential for income or growth.
Mike is a graduate of the University of Delaware, with a degree in political science and a concentration in the philosophy of social sciences.
A life in Delaware County.
Mike has made Delaware County his home since 1984. His board commitments have included Swarthmore Rotary Club and Kendal/Crosslands retirement communities.
His practice mostly serves investors in Media, Swarthmore and the surrounding area. Digital communication also allows him to work with clients beyond Delaware County.
Mike and his wife, Anne, have three daughters and five grandchildren. Away from his work, he enjoys studying golf course architecture.
Trust. Competence. Caring.
Trust
Keep the client’s interests at the center of investment decisions and explain the thinking behind the approach.
Competence
Apply experience with market cycles to the assessment of each investment, while recognizing the limits of what anyone can predict.
Caring
Remember what this money means to the person who entrusts it to me, especially when markets are difficult.
See how the principles guide investment decisions.
Read about Mike’s approach to market exposure, investment selection and concentrated portfolios.
Explore the approachLet’s talk.
Tell me what you want from your investments, and we can discuss whether my approach may help.
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