A message from Dempster ‘Bobby’ Cherry
(Series 7, 65, and 63 securities licensed; Multi-State Insurance Licensed)
I am the Chief Investment Officer for D’arcy Wealth Management and the President of D’Arcy Insurance Agency. I specialize in working with families, individuals, and business owners. My expertise is in money management, insurance, alternative investments, retirement planning, hedging concentrated stock positions and tax minimization strategies.
I believe that looking after people doesn’t mean you must sell them stuff. As a Wealth Manager, I’ve concluded the best possible approach is to serve people as their lawyers and accountants do – never being in a conflict-of-interest situation. Always putting the client’s best interests first. If I did that well, I’d do well.
Today I know it works. When I began my financial services career as a junior stockbroker and life insurance agent, I was enthralled at the opportunity to be a proverbial sponge. Learning all that I could, working hard and applying all that knowledge to the benefit of my clients and for my own professional education. That enthusiasm quickly became my passion. Now, my two firms look after clients across the United States who like having an advisor with an effective approach to investing and insurance, who takes an all-inclusive view of things. Making money is important, protecting your family is important, but so is understanding what someone’s total needs and aspirations are.
We endeavor to recognize the opportunities within global financial markets; by providing guidance to meet the next generation of financial challenges and opportunities. We present a different approach to building, managing and preserving your wealth. Our expertise is in delivering solid investment strategies, top-quality insurance products, superior risk-adjusted returns while adhering to the highest ethical standards and prioritizing your interests above everything else.
Our devout long-term ideology and methodology, of seeking above-average capital appreciation within our client’s specific objectives, given the current market and economic environment.
CHANGE IS CONSTANT – EMBRACE THE PARADIGM
Relevant Diversification – Is only truly garnered when one combines assets with unlike properties (low correlation) to achieve optimal efficiency. The diversification of the positions held within the portfolio is critical to its long-term success.
Astute Asset Allocation – Distributing investments among various classes of investment vehicles combined with our disciplined investment process; a clearly articulated investment style and exercise in the investment process consistently over a long period of time.
Systemic Risk Management – There will always be volatility. The risk of an event that will trigger a loss of confidence is one that we believe must be embraced. Systemic risk and volatility are integral components of investing, not a disadvantage. It is volatility that creates the opportunity for an investor.
I believe we recognized the changing economic and wealth growing environments by having the strategic and tactical aptitude to avoid “cookie-cutter” limitations set on portfolios, allowing to not only potentially enhance portfolio performance, but, also permit for greater flexibility in tax-efficient management in our clients’ portfolio.
What I’m Watching This Week portfolio (Free Membership is required)