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INVESTMENT MANAGEMENT

Different goals require different investment paths

Depending on your goals, time sensitivity, and overall ability to handle risk, I'll manage the portfolio in your best interest.

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Investment Management

Interactive Brokers is my primary investment custodian with low transaction costs and access to ETFs, Mutual Funds, Stocks, Options, and Bonds. This flexibility enables me to develop sophisticated investment strategies to match your needs.

Our investment management services include:

  • Investment policy statements
  • Portfolio construction and implementation
  • Ongoing manager search, selection, and monitoring

Fiduciary Duty Is the Highest Standard of Care.

As a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNERâ„¢ 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.