Rockwall Area Chamber of Commerce Events

Description

I was very proud to open Glasgow Investment Solutions in January but wanted to ensure I had all the rust knocked off before bringing anything to y’all publicly.  I spent nearly a decade as a Certified Financial Planner/Wealth Advisor in La Jolla/San Diego before taking a 13-year detour into Private Equity.  I decided to open my own shop for the second time because I can offer access and guidance to  the largest "bullpen" of Private and Alternative Investments in the country.  These strategies are critically important to achieve true diversification yet most of the mainstay investment houses are content to keep offering supposed "Model Portfolios" or a recycled version of the "60/40 Portfolio."
 
Affluent investors intuitively understand there is something better out there - after all, we are in an investment season where 7 companies account for over 1/3 of the  entire value of the stock market.  Publicly traded securities alone "ain't gonna get it done."
 
I promise that's the hardest "pitch" you're going to get.  Rockwall is a special place that has embraced me both personally and professionally - the least I can do is share my home and some cocktails.