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Ross' Beliefs and Values

  • Physical fitness and a healthy lifestyle.
  • Implement the same advice and products for our clients as we do for our own families.
  • The pain of a loss in portfolio value is twice as much as the pleasure from a gain in value.
  • Proactive portfolio management through our 4 Step Investment System; Like No Other. Not buy, hold and hope.
  • Constantly learn, improve and adapt my 4 Step Investment System and the 10 Step Wealth System to the changing world.
  • Work and family life balance.
  • You can never be too nice to your mom.
  • Have fun!

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