The heart of my practice is dedicated to constructing and managing client investment portfolios. With access to industry-leading money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies.
Investment management is a process, not a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, I strive to gain a deep appreciation for every aspect of your situation before offering recommendations. As markets shift and your personal needs change, our customized strategies are built to evolve. Through me you have access to:
- Individual Stocks and Bonds
- Fee based Managed Accounts
- Mutual Funds and ETFs
- Fee Based Financial Planning Services
- IRAs, Roth IRAs
- 529 Plans
- Fixed and Variable Annuities
- Alternative Investments