Blake Berges

Background

About Blake Berges

Experienced Investment Advisor with a focus on creating bespoke investment portfolio's tailored to each and every client. Portfolio's are constructed with an emphasis on quality and we are patient and disciplined in our approach so you can be confident that the securities you hold in your portfolio are the best available securities for the best available price. Our investment approach is disciplined and methodical in that we buy quality securities with proven track records and somewhat predictable income for our clients so they can have peace of mind that thier investments will achieve their objectives in the fullness of time. We are not complacent in our approach to managing your portfolio in fact our approach is not only buying when the time is right but we also sell and take profit when we see the opportunity to do so. This approach allows us to further mitigate the risks for our clients and redistribute the profits to other areas of the portfolio or quite simply provide a stream of income. Our approach to service is a rare find in that we meet our clients for full reviews 4 times annually to ensure clients are up to date on the progress of thier portfolio's and have a clear understanding of the positioning within thier accounts. This diligent and regimented approach provides clients with confidence and transparency that is rare to find. Financial Planning is an important part of our service and all clients are taken through the planning process to build a comprehensive financial plan that addresses all areas of thier financial well being. The plan is important to us as your investment advisor because it provides us with valuable insight on your ability to reach your goals with in your means and it tells us what rate of return you need to achieve to reach your stated goals. The financial plan makes your return relevant because it gives you something to compare your investment returns to that is unique to you and your family. We consult the plan at least annually and we update every 3 years or whenever a major change in your life occurs.