Be your Fiduciary.

• An individual in whom another has placed the utmost trust and confidence to manage and protect property and/or money. The relationship wherein one person has an obligation to act for another’s benefit.

I will NEVER forget Rule #1.

Treat you the way I would like to be treated.

Maintain a bespoke practice.

• I will provide personalized advice to each and every partner. You will never be just a number at Spring City Partners.

Differentiated Investment Portfolio.

• My experience on Wall Street offers me a unique background to understand and assess investments. I believe a concentrated portfolio of individual stocks focused on absolute returns provides the best opportunity for one to accomplish their long-term goals.

Be transparent in all of our interactions and investments.

• My compensation comes from the fees charged to partners. Therefore, my incentives are tied to maintaining your trust and growing your portfolio.

Focus on long-term compounding of our relationships and investments.

• Nothing goes up in a straight line or develops overnight. By focusing on the long-term I won’t let short-term gyrations impact your long-term goals.

Become your financial consultant.

• Our relationship should run deeper than being viewed as the person guiding your investments in the stock market and bonds. I take a holistic approach and want to be a one-stop solution for questions around retirement savings, mortgages, tuition, philanthropic gifting, estate planning, and everything in between.

Interact with Partners at least once a year.

• In an era where so much communication happens over emails, texts, chats, and snaps; I believe interactions, preferably face-to-face, are paramount to the long-term success of our relationship and meeting your financial goals.

Have Skin in the Game.

• I will invest my money alongside partners in the same assets and strategies.