The 3 Bucket Model

You deserve a portfolio built for you.

Your portfolio is based on my 3 Bucket Model, which includes strategies tailored to your personalized plan. We create this together — as a team. Adjusted as life evolves.

PROTECT

Reduce swings and generate steady income.

These strategies keep your portfolio stable when markets get rough.

DIVERSIFY

Own things that behave differently than traditional stocks and bonds. These strategies can help improve diversification and increase portfolio resilience across a variety of market environments.

Real Asset Opportunities

Precious Metals

Private Markets

Crypto Leaders

GROW

Own businesses around the world. These strategies serve as the primary source of long-term growth potential within your portfolio.

Core Stock Defense

Core Stock Standard

Core Stock Offense

High Conviction Stocks

Why do you have so many strategies?

Think of it like a great recipe — not a single ingredient.
No single ingredient makes a great meal. Your portfolio is built the same way: each strategy has a specific role, and together they help create a more balanced and resilient portfolio.

2000-2002

The S&P 500 fell nearly 49% peak-to-trough- why diversified stock portfolios still need a plan.

2008

The stock market lost over 38%- why growth alone isn't enough.

2022

Stocks (-19%) and bonds (-13%) both declined- exposing the limits of a two-asset portfolio.

Am I able to adjust and customize the plan you create for me?

Absolutely. Life changes, and your financial plan should change with it. As your goals and circumstances evolve, we'll revisit your strategy and make thoughtful adjustments along the way.

How do you research and refine the strategies?

I believe ongoing learning & humility is essential to creating investment strategies. That's why I regularly utilize research tools such as Koyfin, Perplexity, and Claude, review insights from leading asset management firms (e.g. BlackRock and J.P. Morgan), and engage with investment professionals across the industry to continuously refine my thinking and strategy holdings.