How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.

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Incorporating DUSA in a Portfolio Allocation (1:44)

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How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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Uncovering Opportunities in the Tech Sector (3:35)

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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Investor Education
A Market Correction is an Opportunity.
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