North Park Investment Process

The debate between active and passive investing has long been a topic in the industry.

However, I believe the choice isn’t binary. Instead, it hinges on each client’s specific objectives, risk profile, capacity for risk, and time horizon.

In my approach, I see value in stable, consistent core strategies and nimble tactical strategies that can adapt to diverse market conditions—seizing opportunities or minimizing losses. I advocate for well-diversified portfolio allocations across asset classes and strategy types.

I collaborate with multiple third-party managers, each offering unique investment approaches tailored to meet client goals. Leveraging their expertise in specialized areas such as sector rotation, tactical income, or bond strategies can optimize portfolio performance.

Educating clients about investments is integral to my practice. I provide guidance on market cycles and the importance of risk management. While risk-managed strategies may not always yield the highest short-term returns, they are designed to deliver more substantial returns over the long term alongside a smoother investment experience supported by behavioral finance principles.

I emphasize disciplined investment planning to cultivate long-term wealth, steering clients away from emotional investment decisions. This balanced approach aims for sustainable returns over time, aligning with the marathon-like nature of investing.