Investment Management

Fiduciary Standard Of Care At All Times

Investment management is essential for those who want to make the most of their hard-earned money. Investing is the primary way to grow your wealth over time.

INITIAL CONSULTATION

What is Investment Management

At its core, investment management involves allocating financial assets to a wide range of asset classes, such as stocks, bonds, and real estate, to maximize returns while minimizing risk. The investment decision process can be complex and requires a thorough understanding of financial markets, assets, and investment goals.

My Investment Philosophy

magnifying glass reviewing investment research
I am focused on risk management and aligning all of your accounts as a unified portfolio. I construct portfolios based on your risk tolerance, risk capacity, and time horizon.

Risk Tolerance

Diversification

Diversification involves spreading your investments across different assets, such as stocks, bonds, and alternative assets, to reduce risk and increase potential returns.

Rebalancing

Portfolio rebalancing involves adjusting the allocation of assets in an investment portfolio to maintain a desired level of risk and return.

Low Expenses

Low expenses allow investors to keep more of their returns and ultimately achieve their financial goals faster.

Tax Minimization

Tax minimization refers to the legal strategies to reduce your tax liability and maximize after-tax income or profits.

INITIAL CONSULTATION

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Fiduciary Duty 100% Of The Time

What is a fiduciary

A fee-only financial advisor has a fiduciary duty to their client. I am professionally, legally, and ethically obligated to act in my client’s best interests when providing financial advice or managing their assets.

This means I must always prioritize your needs and interests above my own when making portfolio recommendations or managing your finances. 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 potential conflicts of interest. If that is not possible, then I must fully disclose conflicts.

Broad Portfolio Management Solutions

Because I do not work for a Broker/Dealer, I am not limited to certain financial products. I can meet your financial goals using a wide variety of investment strategies.

  • Exchange Traded Funds (ETF)
  • Individual Stocks
  • Fixed Income Bonds
  • Alternative Investments
  • Defined Outcome Strategies