Why You Need ETF Advices

Unbiased and Independent Investment Advice
Deep Global Investment Experience
Focus on Building Global Portfolios

A note to future members
The Chartwell Advisor offers you something difficult if not impossible to find in today’s financial marketplace:

  • common sense and
  • independent, unbiased advice

Model portfolios bring order and coherence to your portfolio so you can sleep at night knowing you have a strategy and a plan.
I have nearly 20 years of experience in the global investment business. In London with BancBoston, in Tokyo, Hong Kong, New York and Sydney with an investment subsidiary of Northwestern Mutual, as an international economist with the U.S. Joint Economic Committee, and as a private client advisor with a subsidiary of the Union Bank Of Switzerland (UBS). Financial.

I have taught international business at the University of Colorado, been a member of the U.S. National Committee on Pacific Economic Cooperation, authored a book on global investing, and was a Japanese Government Scholar at Keio University in Tokyo.
More importantly, I have the experience of being through the many cycles of investing: the crash of the U.S. market in 1987, the 2001-2002 bear market when the S&P 500 index fell 44%, the Asian crisis in 1997. I recognize the need to stay objective, to look for value throughout the world and at all costs avoid fads and trends.”

Thank you for your time