Investment

I offer a discretionary investment management service separate from financial planning. Under the discretionary model, I act as a fiduciary to make portfolio and investment decisions in your best interest.

My investment philosophy is based on Modern Portfolio Theory using index ETFs to create globally diversified portfolios. Using index based investment positions doesn't mean it's a set it and forget it strategy. I constantly monitor the portfolio to tax efficiently rebalance positions and maintain an overall risk level and asset allocation that is consistent with your goals.

I believe it is in both the client's and our best interest that you are fully informed, fully engaged, and fully educated on your investment options. Unleashed Financial offers two investment platforms that can be used individually or in combination. The exact mix of platforms will be identified based on your investable assets and goals.

Our investment management services include:

  • Asset allocation recommendations and implementation
  • Portfolio construction and transition
  • Ongoing manager search, selection, and monitoring
  • Option overlay

Schedule an easy no obligation conversation about your needs.

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