“For a long time, I was a hard-core, do it yourself retail investor, and I like to think I was quite good at managing my own money. I enjoyed doing it, but it eventually became onerous, requiring time and attention that I did not have. Being skeptical of additional layers of fees that would unnecessarily erode returns, it was challenging to find an appropriate person to manage our finances. The long search for added value ended with Blair, and that was over 18 years ago. LocusMD provides access to superior sophisticated investment vehicles that would otherwise be reserved for those with portfolio values orders of magnitude larger than ours. Blair initiates collaboration with our accountant and lawyer, optimizing tax efficiency, corporate structure and estate planning. Our assets are always well positioned to withstand catastrophic events relatively unscathed, and we have experienced our share with Blair. Logical strategies are clearly communicated, and we are invited to be actively involved. We are not big risk takers and the emphasis on mitigating risk most certainly suits us. While that does mean we do not always participate in erratic upside volatility, in the long run we have come out ahead; but that is what one would expect from an advisor that delivers equity like returns with bond like volatility.”