SPECIALTY:
John is an Investment Advisor Representative with a practice focused on portfolio management and financial
life planning for individuals and corporations. He has developed a proprietary method of portfolio
management with a foundation built upon stringent criteria for the selection of mutual funds, utilizing
Modern Portfolio Theory statistics and a “style-neutral” portfolio allocation. Clients receive
comprehensive portfolio reports detailing the performance of every asset within their portfolio. John
also uses an Investment Policy Statement, which he develops with each client to define their objectives
and expectations for their portfolio. Clients who engage John’s services pay a quarterly fee based
upon assets under management.
John has broadened his portfolio management skills to include extensive knowledge of 401(k)
retirement plans, assisting corporations and individuals in the management of their retirement assets.
John is also a founder and equal-owner of Liberty Capital Management, Inc. and Granite Properties,
LLC. (1)
EDUCATION:
John received his Bachelor of Science degree in Accounting from St. John Fisher College of
Rochester, New York. John is an avid reader and subscribes to several industry publications.
LICENSES:
As a registered representative with Royal Alliance Associates, Inc.; one of the financial industry’s
largest independent broker-dealers, and a registered investment advisor; John currently has active
FINRA Series 7, 63 and 65 licenses. John is also licensed in the states of Arizona, California, and
New York for life insurance (including variable) and disability insurance.
BUSINESS PRINCIPLES:
After working in different corporate environments during his career, John wanted direct input in
building an organization that would put service to the Client as its top priority. He also insists upon
an organization staffed with highly motivated individuals who are not only technically competent, but
also of the highest integrity and professionalism.
John is most proud the environment at his firm fosters a feeling of “family” among its employees,
associates and Clients. He has often said, “Having others share the passion you enjoy for your
profession makes this fun, not work!”
SECURITIES AND ADVISORY LICENSES IN THE FOLLOWING STATES:
Arizona, California, Idaho, Florida, Maryland, New York, Nevada, Oregon, Texas, Wisconsin,
and Wyoming.
(1) Liberty Capital Management, Inc. and Granite Properties, LLC are not registered investment advisors, or
broker-dealers, nor affiliated with Royal Alliance Associates, Inc.