To be honest, with all the market ups and downs we were afraid we’d lost a lot of money. But thanks to you, even in times like this, you still managed to make a good profit on our investment.
— Vera FischFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
...I started working with Alan in the mid 1980s and not only has my portfolio withstood the turbulent times, it has made steady and impressive gains no matter what the financial weather...
— Leonard SimpsonFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
What I really value most about working with Alan and his team is, they listen — and, as a result,our portfolio is managed according to our tolerance for risk; and we always feel comfortable regardless of the market conditions. We’ve been working together for years and they always give us great advice and great service.
— Gary MarcusFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
Over the years I’ve met with many advisors who’ve talked about how much money they’ll make me. Not Alan. He told me he’d concentrate on making sure I didn’t lose money; and he’s consistently delivered.
— Dennis BennieFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
As CEO of Midland Walwyn I had 1,500 advisors to choose from, for myself. I chose Alan and among the many reasons I’ve stayed with him for more than 20 years are his integrity and his commitment to his clients — but above all else I value his advice.
— Robert SchultzFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
For the first time in a long time, I had a clear understanding about an investment style; not to mention a far better grasp of how the market works overall. Amazing.
— Michael PaulFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
I just wanted to say that the meeting we had is still fresh in my mind. It's so nice to meet individuals who truly care about the financial obligations and outcome for their clients……me, of course, being one of them.
— Victoria CooperFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
... I love that Alan knows what I don’t need to, and that he’s learned my comfort level on risk and returns. He’s consistently grown my capital and kept my portfolio healthy for over two decades; and over the years, any time I played the field I learned quickly that I already had the best...
— Sue JaffeFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
When I first met Alan, he did not attempt to impress me with his credentials. Instead, he made the whole meeting about me. He proceeded to ask me all the right questions in order to understand what my needs and goals were. Alan’s ability to establish trust allowed me to feel comfortable opening up to him. Alan is in a class of his own — superior intellect, experience and integrity. I feel privileged to count on his advice.
— Josée PelletierFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
I was accustomed for 50+ years to expect to make a decent income next year, and the year after that, etc.. But after retiring, I realized that I will never again earn any income from my work. That is quite a scary feeling to adjust to. Post retirement, my sole source of feelings of safety is reliance upon you as my advisor, to look out for my interests.
— Andrew RomanFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
I have been with Alan and his team for over 10 years and it has been a very positive and profitable experience. Alan has always taken the time to understand my needs and to explain where he is investing for me. lt is so nice to now be retired and have full confidence in their abilities to look after my portfolio to best meet my needs...
— Theresa HarringtonFOR MORE THOUGHTS FROM CLIENTS CLICK HERE
Will I Be Okay?
This is a question I’m asked all the time, and I wonder if it might echo your own thoughts. I’d be surprised if it didn’t, because in 30+ years I’ve yet to meet.READ MORE
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