Given the ever changing business landscape, it is critical to remain true to our core mission to provide truly objective advice.
Our Tactical Council is comprised of an exceptional group of professionals that have risen to the top within their respective industries and offer constructive guidance to our management team as we seek to maintain and ultimately enhance your client experience.
From the dedicated, data driven team at Fieldstone Research® who perform due diligence on each investment opportunity we pursue to our advisory committee who help us to continuously improve our business processes, we have surrounded ourselves with excellence.
At Fieldstone Research®, we incorporate strategic asset allocation and direction through a research collaborative comprised of industry leaders. Combining the vast intellectual capital of this collaborative group with our internal quantitative, data-driven, risk-conscious approach to investing, we are able to fully customize our three-dimensional investment philosophy, which enables us to comply with your client-specific investment policies and constraints. Our three-dimensional investment philosophy is designed to preserve your investment assets while carefully aligning risk/reward characteristics with individually stated risk preference. The primary objective of our research is to avoid having to time the sharp swings of the markets while participating in the majority of market advances and protecting portfolio holdings during a declining market. Our investment committee, meets weekly to discuss ongoing portfolio construction and to contemplate proactive, tactical portfolio modifications based on current and projected market conditions.
Fieldstone Research® is independent from Fieldstone Financial.
David Summers, CFA®
David has specialized in portfolio allocation, analytics, closed-end fund research and trading for nearly two decades. David is an instrumental part of our ongoing investment management process and is retained to provide tactical counsel to the firm.
David J. Drucker, MBA, CFP®
Dave started his own fee-only financial advisory firm in the Washington, D.C. area in 1981 after working as a financial analyst in government and private industry for more than ten years. In 1998, David made the decision to move his family and his firm, Sunset Financial Management, Inc., to Albuquerque, New Mexico and later merged his firm into Fieldstone Financial. While Dave is largely retired from the day-to-day activities here at Fieldstone Financial, he is retained to provide tactical counsel to the firm.
Jim's ongoing work as a strategic coach adds value to our organization through his steady guidance as we grapple with complex decisions.
Lauris assists us in the development of and implementation of our investment governance process.
Greg provides guidance both from a client service model perspective and from an advisor integration perspective.
Rick's more than 30 years of industry specific experience helps us to remain focused on excellence here at Fieldstone Financial as we build our national network of advisors.