Balanced portfolios, uniquely tailored to each investor and the markets
I provide my clients with highly personalized care, advice and recommendations to help them create portfolios that are most appropriate to their needs. I am always available to give them individual attention should they wish to discuss their investments or their changing needs.
Providing proactive investment leadership that anticipates the changes in the global markets and economic conditions is always a top priority for me, along with maintaining a very high level of integrity and transparency. To keep my fees low, I prefer to handle my investor’s accounts on an individual transaction basis, eschewing the higher costs of managed money programs to bring my investors added value.
Should my investors require the specialized advisory services of a tax accountant, estate planner or lawyer, I am happy to refer them to the right individual from my pool of professional associates.