INVESTMENT MANAGEMENT
Different goals require different investment paths
Through financial planning, I will help you identify your goals, time frames, and priorities so you can focus on what's most important to you.
Asset Management
Depending on your goals, time sensitivity, and overall ability to handle risk, I'll manage the portfolio in your best interest. Portfolios are built to be tax-efficient, cost-effective, and globally diversified based on Modern Portfolio Theory.
Fiduciary Duty Is the Highest Standard of Care.
As a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I must adhere to the fiduciary standard at all times.
What Is a Fiduciary Financial Advisor?
A fiduciary manages investments on behalf of someone else. As a fiduciary, the law requires me to manage your assets for your benefit, not mine.
I have a duty of care and loyalty to you.
- All investment management recommendations must be in your best interest.
- I must attempt to eliminate all conflicts of interest. If that is not possible, then I must fully disclose conflicts.