Our Approach

At Phase Two Capital, we enjoy a unique freedom to focus on helping our clients succeed. See David Banks’ story to learn why. Our approach is clear and straightforward:

We’re client-centered. It’s our job to help you succeed, and not the other way around. That’s reflected in our business model, and in our personalized service: All of our advice and service to a client is based on knowing that client well.

We think long-term. The weather changes; your destination doesn’t. We focus on meeting your long-term goals instead of reacting to fleeting market movements and 24/7 media hype.

We exercise common sense and discipline. Wall Street is forever peddling complex products and shortcuts that seem too good to be true. We adhere to the wisdom that investing need not be complicated, but that intention and patience are essential.