Davey, CAP®, wealth educator and financial coach, primarily advises Doctors of Dentistry and Medicine, as well as boards of foundations and charities. As a wealth educator and financial advisor, I adhere to the Modern Portfolio Theory and teach clients to 'invest like a scientist,' following a three step process. Next, I teach the principles of academic investing, grounded in evidence-based resear
ch and strategies. Finally, I propose ways to apply these investing principles to the client's specific portfolio to reduce risk and better align returns with overall market performance. To learn more about 'investing like a scientist," let's connect.
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