I entered the financial industry in 2007 and quickly learned that it was not about investing but about getting clients.
That’s when I knew my life was going to take a different path and I was going to have to branch out on my own to be able to serve my clients in a way that wasn’t necessarily promoted in my industry.
By forming Ives Park Investments, we will move away from the “more” mentality of my industry and be able to focus on what we deem important for clients – research, investing and planning. We will purposely stay a boutique practice and take on clients that see the value in our vision.
The reason our name is Ives Park INVESTMENTS is because we focus on investing. And we focus on that because we love it. We are drawn to it and we have dedicated our life to becoming better at it.