Self-awareness of one’s true financial position in the context of the macro environment takes time to build, but is essential for your long-term financial health and well-being.

Asset managers are advisors who have the aptitude, resources and experience to make investment decisions that suit the personal financial goals of their clients. Finding the right asset manager is like a king searching for his general. It makes all the difference.

It is common practice, but Modern Portfolio Theory has not worked out well for most investors. Why? For starters, it assumes that markets are efficient. But markets are often irrational and mis-priced.