Peter Knowles's Email Addresses & Phone Numbers

📖 Summary

Successful investing is not predicated upon timing the market as much as it is the commitment to a strategy that is prudent, validated by history, and has the capacity to grow assets. The bottom line: successful long-term investors are those who have clear goals, a defined strategy, and the discipline to stick with it. We develop detailed plans for our clients that reflect their specific investment needs, risk tolerance, and personal circumstances. For over 20 years, we have assisted high net worth individuals to create and execute investment strategies aligned with their long-term objectives. Our group has complementary skill sets to provide effective advice and responsive service tailored to the diverse needs of our clients. WHAT YOU CAN EXPECT: • We will review recent investment statements to obtain a clear understanding of your personal financial situation. • Together, based on your goals, we will create a plan to select highly vetted investments appropriate to the overall strategy we develop. • Once the plan is implemented, we will continuously scrutinize your investments to determine management stability, avoid style drift and review peer comparisons. • Information and service request will be handled in a timely and professional manner by people whom you know. • You can expect ongoing communication. We will have quarterly meetings or conference calls to review our plan and assess our results. Over time, your portfolio will change as together we take into consideration changing market environments or shifting investment objectives due to changes in personal circumstances. Working with you, our team of professionals at Morgan Stanley will help you define achievable goals utilizing our world-class resources to make them relevant to your financial needs. Whether superior investment analysis, advanced wealth management, or financial planning, we have the knowledge and tools to help manage all your financial needs.Wealth Advisor, Financial Advisor @ Our approach is to work with our clients to learn as much as possible and then use our financial knowledge and resources to present the best course of action. We always try to present why another course of action might be chosen. However, we always make clear our recommendation. We respect our clients and understand they are smart. We understand they are busy and need efficient and effective strategies to correspond not only with their goals and objectives but also with their lifestyle and comfort level. Our focus is to boil down everything to clear decision points to enable our clients to control their finances instead of being overwhelmed by them. This is done through regular communication either in quarterly meetings or conference calls. Additionally, we are proactive and contact clients as market environments warrant attention. However, we also stress that it is a client’s responsibility to reach out proactively to initiate dialogue when they have any questions or concerns. We are very responsive and committed to answering questions in a timely manner. We have found over the last 20 years that this type of relationship works well through good and bad market cycles. As long as clients are connected and continually apprised of their investment strategy, they maintain course and stay focused on the purpose of their holdings. Time and again, this has proven to be invaluable. From June 2008 to Present (7 years 7 months) Assoc. @ From May 2006 to April 2008 (2 years) Fairleigh Dickinson University From 2003 to 2006