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I'm up before five.

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My laptop's on all the time.

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I'm a research junkie.

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I don't read books because I read research reports all the time or financials.

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I've got this channel of experts that I listen to, geopolitical experts, folks that are working for think tanks economists, strategists.

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Very competitive.

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I want to beat the markets.

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I want to grow these portfolios well in excess of what they could do at other firms.

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But the only way you can do that is spend the bulk of your time connecting dots.

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He who can connect the dots the best can add the most value.

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And it's not about adding the most value today, it's about adding the most value over one, three, five, ten year time horizons.

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And if we do that, we manage the portfolios on a consistent basis, tweaking things here and there.

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I'm always checking to see how my portfolio is reacting to certain events spikes in interest rates, drops in oil prices, spikes in currencies versus the US dollar, small caps outperforming large caps, tech doing well, utilities doing well.

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And what does that mean.

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What is our portfolio?

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How is it reacting to that?

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I spend a tremendous amount of my time analyzing all aspects of the markets top down from macroeconomics, from bottoms up, from companies and what the managements are saying.

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I spent a tremendous amount of time reading earnings releases and listening to earnings calls and so on and so forth from hearing what the companies are saying on the ground, reading survey work to see what's actually happening today.

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When we started the business, our objective out of the gates was to create a boutique investment environment.

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And so responsiveness is key.

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So if you reach out to us, you get an answer back.

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Probably within minutes because we're pretty much working 24 seven all the time anyway.

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We spent a lot of time up front with our clients trying to help them discern what it is they're trying to do.

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My background is about 15 years on Wall Street, so I did not start by managing retail investor money I was running funds.

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I was an equity analyst in Asia and ran a hedge fund in the Bahamas for Templeton.

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I've been thinking being able to use my institutional background to manage money in a lot better fashion, I should say, relative to other advisors that are out there.

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Most of these competitors out there, I guess you'd say we're not trained in high level finance.

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I manage my money alongside of my clients.

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I don't think a lot of advisors can say that.

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They can kind of say that maybe, but because our portfolios are all similar.

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All of my liquid net worth is invested in the same portfolios.

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So, you know, when I'm trading, when I'm adding a position, building a position, making a transition in portfolios, and it's happening in my own portfolios, point for point alongside my clients.

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When it comes to getting into the real nitty gritty of law changes and the impacts on people, we bring in experts.

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You know, we've got a trust and estate attorneys to work with, CPAs work with business restructuring, people that we can work with, we'll bring those to bear when when it makes sense to do so.

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When I'm not working, I'm working.

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My kids are competitive sailors.

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And so my wife and I spent a lot of time traveling with them, working while we travel, but traveling nonetheless.

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And they tend to sail all over the world, so it's been a lot of fun.

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Something surprising about me that many people don't know?

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I was an All-American swimmer at Arizona State.

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I shaved my head once.

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It's not very attractive.

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Look, I won't do it again.