My interest in managing portfolios started in 1984, the year I became a member of the National Association of Security Dealers (NASD) and vowed to become the best advisor-financial planner possible.

In 1986, I opened Western Financial Network of America, a broker dealer registered in Washington, D.C. and located in Los Angeles, California. Twelve years later I was in charge of marketing, sales and projects at 21st Century Builders as VP of Marketing and Development. During that time (1994), I also established International Investment Consultants, Inc., which provided a financial infrastructure for small- to medium-sized energy companies — a service I had offered to clients since the 1980s.

In 2004, I joined Investment Rarities, Inc. as a monetary specialist, where I managed hundreds of millions of dollars in precious metals. In January 2016 I moved my business to Eastern Numismatics, an outstanding firm with headquarters in New York. As a result of that move I am now able to offer my clients better price points, faster turnaround and more product selection.  

My Approach to Wealth Preservation


Twelve years ago, when I first assumed the title of monetary specialist, I looked up the term and found the definition, “expert at the flow of money.” I knew I was good at picking investments and managing portfolios, but because I’ve always felt that the money I managed for clients was as important as my own, I wanted to better understand the flow of money. That’s when I began to study and follow three powerful institutions that I believe determine the global flow of money: the International Monetary Fund (IMF), the World Bank, and 20 Central Banks located around the world and making up 80% of the economy. I continue to watch and analyze these institutions daily, passing what I learn to clients via Facebook, LinkedIn and Twitter.

Although I’ve worked with stocks, bonds, oil and gas, real estate and, most recently, gold and silver, hard assets have always been a focus. And that’s because I’ve always believed that true wealth-building results from tangible assets with intrinsic value—gold and silver go up and down over time but because supply will always be limited, precious metals tend to hold value when markets, stocks and currency disappear.

In particular, I like the tried and true 1/3-1/3-1/3 investment strategy passed down from one generation to the next among our nation’s “blue blood” families. That portfolio consists of 1/3 land, 1/3 fine art and 1/3 gold and silver. Of course, these same families invest in stocks, currencies and other markets, like bonds, when the time is right. But these things come and go, whereas the land/fine art/gold and silver strategy has been proven over time to withstand government collapse, market collapse and even currency collapse.