PERSONALIZE INVESTMENT MANAGEMENT
Are you getting the performance you need to meet your goals? Leave your investment worries to me.
My Investment Committee has decades of experience investing billions of dollars and delivering innovative solutions for our clients. Our objective is to help you build and maintain superior, personalized investment portfolios by understanding and focusing on your needs and priorities, then taking into account how global events impact capital markets and your investment portfolio. Our strategy is built to both protect your money when the market is in turmoil, and to grow it when the opportunities arise.
We’ll construct your portfolio based on your unique situation so you have the money you need for the lifestyle you want.
3 reasons you should hire me to manage your investments?
- You prefer to focus on your life’s passions instead of researching investments and spending time trading and rebalancing your investments.
- You have concerns and fears about losing money in the market, and you need someone to help keep you disciplined when everything seems scary or euphoric, and everyone around you is running in one direction.
- You want access to institutional investments that are not available to all investors.
Who is not an ideal fit for our investment management services?
- You prefer a broker-type relationship where you can just bounce your own ideas off someone.
- You are short-term focused and want to swing for the fences
- You want to be notified before any investment decisions or trades are executed.
What do I charge?
For clients that want ongoing help managing their investments I charge a 1% on assets under management. I have no investment asset minimums to become a client. For clients with assets in excess of $2 million all planning services are included at no additional cost. All my services come with a 100% satisfaction guarantee or you pay nothing.