Chartered Financial Analyst (CFA) and Wealth Management Strategist. James has 18 years of experience in asset allocation, focusing on inflation hedging, REITs, and tax-efficient investing.
James is a seasoned portfolio manager who helps high-net-worth individuals and small business owners navigate complex market cycles. His expertise covers the mechanics of Real Estate Investment Trusts (REITs), bond yield analysis, and defensive portfolio construction during stagflation. He is known for his conservative, mathematical approach to wealth preservation, providing clarity on tax residency issues and long-term capital compounding. James translates institutional investment strategies into actionable steps for individual investors.