As a CPA , I have to be careful about referring clients to money managers. Foremost is integrity. Client service and high holding period returns are also important qualities. Bob has worked to earn the trust of my clients by his high standard of ethics, his exemplary client service, and his ability to provide returns on the portfolios of clients. Bob returns phone calls - even the tough ones. His patience and ability to listen have been favorably commented on by clients I've referred to Bob. He does NOT have a one-size fits all approach nor does he have the deal of the week. His recommendations are thoughtful and discussed with clients to make sure their needs are being met.
Pros: Makes people money.
Cons: He's from New York, but he has worked hard to overcome his background.
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