Mark spends significant time in each client relationship to reach a complete understanding of their concerns and goals, and especially, to account for their comfort with market fluctuation. In doing so, he can effectively help clients plan for the accumulation, growth and protection of wealth, as well as its transfer to heirs and beneficiaries. Mark builds portfolios around research-driven analyses, because he recognizes that diversification across asset classes is essential to helping clients achieve their aspirations and enjoying peace of mind. Mark strives for optimal tax and cost efficiencies through careful screening for best-in-class stocks, bonds, money managers, funds and ETFs.