Investment Management

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

Whether you're just starting out or have a lump sum of cash, I will create a low-cost, diversified portfolio of exchange-traded funds. The allocation of funds in the portfolio will depend on your financial goals and tolerance for risk.

Our investment management services include:

  • Asset allocation recommendations and implementation
  • Portfolio construction and transition
  • Investment planning and implementation
  • Portfolio rebalancing
  • Option overlay


This fee is for the management of the accounts. The annual fee is based on the value of the account and is assessed either monthly or quarterly.


I use custodians that help me work efficiently so I can keep fees low with no account minimums.

My investment philosophy is based on Modern Portfolio Theory using index based 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.

Basic investment strategies and approach:

  • Globally diversified portfolios
  • Evidence based approach to investing
  • Low cost and efficient ETF positions

Send me a message or schedule an easy no obligation conversation

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