Depending on your goals, time sensitivity, and overall ability to handle risk, I'll manage the portfolio in your best interest.
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:
As a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I must adhere to the fiduciary standard at all times.
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.