"Investment success and wealth creation are driven by quality decisions."
Investment Style & Approach
While being personable and approachable, Craig takes his business seriously. His investment philosophy is rooted in cautious, conservative principles.
Developing a step-by-step, comprehensive plan to foster wealth creation for clients is the foundation of Craig’s investment approach. He creates customized investment portfolios based on clients’ individual financial needs, overall investment objectives and risk tolerance. Clients can be confident that their investments are being well taken care of, following this structured investment approach.
Communication and continuing education are also integral components to Craig’s investment approach. Regular communication with clients is essential to ensure that investment strategies continue to be consistent with client goals. He takes the time to educate clients on why particular investments are selected, and how their portfolio relates to their overall goals. In an effort to provide clients with the most current investment advice, Craig is committed to continuing education to keep abreast of changes within the industry and the markets.
As a Portfolio Manager and Investment Advisor, Craig is able to offer clients fee-based discretionary portfolio management and commission based investment advisory services. He works closely with each client to determine which type of account best suits their investment needs.
Experience and Professional Achievements
Craig joined Odlum Brown as an Investment Advisor in 1997, after having started his investment career at a national investment firm.
His experience within the industry has taught him the importance of a disciplined investment approach and the tremendous value of Odlum Brown’s independence and highly-regarded Research Department.
Craig’s outgoing personality combined with his investment knowledge and professional attitude ensure a winning combination for his clients.