Investment Management

I am working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their institution's financial future.

How I organize my work:

While I have a variety of services for my clients, many are looking for someone to manage their investments (whether these are retirement funds, joint accounts or trusts).


I review each client’s goals, investment experience and risk tolerance, and determine a financial investment plan best suited for that client. To meet my clients’ needs I use a variety of methods to properly manage your assets.


A big piece of this process I call “multi-dimensional diversification.” This involves multiple asset classes, multiple management styles at both strategic and tactical levels, and often multiple managers.


Frequently Asked Questions

Q How to Switch Banks?

A If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.

Q Can I get help with my credit card debts from a financial advisor?

A Absolutely. Clients can work with a licensed financial advisor to pay off their debts and get back on track financially.


Financial advisors have access to programs most individuals can't get into on their own, and they have connections in the financial industry most of us simply don't have.

Q Why should I spend money on a financial advisor?

A Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q I am already in debt. How can I afford a
financial advisor?

A The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a fee only situation or commission based pricing.

Possible Risks

Market risk, or “principal risk” is the chance that a downturn (or a bad investment) chews up your money. It’s there for both stocks and bonds — when interest rates rise, bondholders will see the market value of their paper shrink — and for most people it’s the big bugaboo.
 
Inflation or purchasing-power risk for most people is the “risk of avoiding risk” — the opposite end of the spectrum from market risk — the possibility that you are too conservative and your money can’t grow fast enough to keep pace with inflation


Let`s start planning your financial future today

1


Talk

Actually, I'll listen as you explain your needs, dreams, and fears. Then I'll design a personalized plan that explains how we can help you reach your financial goals.

2


Act

We work together to implement the plan. Then I keep you updated on where you stand and adapt the plan as life happens.

3


Relax

I`m here for you whenever you need. Call me at any time, for any reason. Buying a new car? Ask my advice. Been offered a new job? Give me a call. Daughter got engaged? Congrats - I`ll help you figure out how to pay for the wedding!