Through goal-based investing we add value by assisting our clients secure the life they want to live, guiding them through various types of life events and market environments. Outperforming on the downside is much more important than outperforming on the upside. Returns are not symmetrical, so you always have to earn more than you lose to get back to break even.
The essence of investment management is the management of risks, not the management of returns.
The essence of investment management is the management of risks, not the management of returns.
Services
About Us: We partner with our clients using a planning based approach to help guide, grow, and protect wealth, while delivering exquisite client service. Through goal-based investing we add value by assisting our clients secure the life they want to live, guiding them through various types of life events and market environments.
Jeremy was born and raised in Virginia Beach, VA and received a wrestling scholarship to Virginia Military Institute (VMI) where he earned his degree in Economics and Business. After spending five years as a contracting officer in the Air Force, he received a Master of Business Administration (MBA) focused in Entrepreneurship and Finance from Regent University.
George has more than 20 years of experience providing wealth management advice and solutions. He received his B.A. in Retail Management from the University of South Carolina where he was a 4 year letterman in golf - also serving as team captain. After completing college, George was a professional golfer playing on various professional tours from 1984-1986.
Lorraine is from the Hampton Roads area and currently resides in Virginia Beach. She graduated from Old Dominion University (ODU) where she earned a B.S. degree in Business Administration with a minor in Business Economics. Lorraine possesses over 14 years of work experience in the investment/wealth management arena.
Jas has 30 years of investment experience including time as a Chief Investment Officer, a Portfolio Manager, and an Equity Research Analyst. His primary responsibility is to work closely with the Chief Investment Officer to deliver a world-class investment strategy platform to guide, grow, and protect wealth.
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