LOCATION
Stamford, CT, 06902
ABOUT THE BUSINESS
MEET THE OWNER
What inspired you to start this business?
The ability to develop a risk management process, which is impossible, came from me alone.
How does your faith shape your work?
After having it, all of a sudden I didn't have it anymore. Instead of embracing darkness, I embraced faith, hope, and virtues, mainly perseverance, patience, and fortitude.
What's a favorite patron saint or scripture?
Every day I pray to the Virgin Mary and St. Michael the Archangel. My favorite scripture is The Parable of the Talents, Matthew 25 14:30. My preferred book: Abandonment to Divine Providence, by Fr. Jean Pierre de Caussade
What's one thing you'd like customers to know?
Our business is to manage investment portfolios actively, and our goal is to capitalize on upward market trends and safeguard investments during downward market trends. Using our proprietary quantitative risk management process, we first determine the main trend of financial markets to position portfolios in the same direction as the main trend, never in the opposite direction of the trend. At the beginning of a new relationship, as you would expect, clients are nervous if the stock market is experiencing volatility. However, as time goes by and they get accustomed to see little or manageable change in the net value of their accounts during bear market cycles, they become very calm and relaxed. Giving them peace of mind in terms of their investment portfolios is our goal. This is the impact we see across the board, not just on one or two clients.
DEVOTIONAL
From St. Teresa of Avila: “All that passes away and is not pleasing to God, is worth nothing, and less than nothing.”
Now do you understand why a soul loses all sense of peace and serenity when it turns away from its goal, and forgets that it was created by God to be a saint? Strive never to lose this supernatural outlook, not even at times of rest or recreation, which are as important in our daily lives as work itself. You can climb to the top of your profession, and you can gain the highest acclaim as a reward for your freely chosen endeavors in temporal affairs; but if you abandon the supernatural outlook that should inspire all our human activities, you will have gone sadly astray. From Jose Maria Escriva, Friends of God, page 12
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Stamford, CT, 06902
LOCATION
Stamford, CT, 06902

