Approach & philosophy Mark believes in a pragmatic, rules-based approach to markets and investments. He emphasizes: • Capital protection as the primary objective. • Transparent communication with clients: clear expectations, plain language reporting, and demonstrable processes. • Continual learning—markets evolve, and so do his tools and techniques. • Balancing short-term opportunities (trading) with longer-term wealth building (real estate and advisory). Services offered • One-on-one financial consultations (strategy review, risk assessment, trade mentoring) • Tactical trading coaching and rules-based strategy development • Portfolio reviews and rebalancing guidance for individuals • Real estate deal sourcing and investment advisory for small groups or individual investors • Workshops and practical trading clinics (custom engagements available) What clients can expect Clients working with Mark receive practical, actionable guidance—no jargon, no overpromises. Engagements focus on measurable improvements: clearer risk controls, more consistent trade execution, and better alignment between short-term trading activity and long-term financial goals.