"Portfolio management is math and psychology. The math is Risk, Return, Probability and Time. The psychology is everything we do to ignore the math."- Edward Goodfellow

My Objective is to help investors improve their odds of long-term investment success by helping them Rethink their Portfolio Management process by helping them understand ten critical factors to a better investment experience:

UNDERSTAND MARKETS
1. Let markets work for you.
2. Take risks worth taking.
3. Invest, don’t speculate.

HARNESS THEIR POWER
4. Hold multiple asset classes.
5. Practice smart diversification.
6. Keep costs low.

KNOW YOURSELF
7. Don’t confuse entertainment with advice.
8. Manage your emotions and biases.

WORK YOUR PLAN
9. Avoid common investment mistakes.
10. Plan for the long term—and stay the course!

On July 1, 2007 Pacific International Securities Inc. became PI Financial Corp. This is our new website. For more information on our name change please refer to What's in a Name?