Your investment options are overwhelming. If you set out to research things on your own, where do you start? Even if you feel like you know what you should do, investing is stressful. Emotions can interfere and sway your decisions. In a sea of information, how are regular persons supposed to select appropriate investments for their near and long term goals? With over a decade worth of experience and product knowledge, I can help to evaluate your options and support you in making objective decisions, based on the strategy that best suits you and your family.
Collaborating with you, we will select appropriate products and construct your asset allocations designed with your personal investor profile in mind. My Investment selection philosophy is grounded in doing the best work for my clients. I utilize fee based accounts (containing ETF’s and individual stocks), mutual funds, alternatives, and annuities products. Furthermore, I believe that the best way to select your investments is to utilize the planning tools inside of Decision Center to better understand the long term outlook of our Choices.
Investing involves risk, including the risk of loss. No strategy assures a profit or protects against loss.
Selecting top quality investments is merely the starting point. Moving forward, we will pro-actively monitor your investments. We will work to ensure that managers are adding value, and risk is being controlled. We will evaluate annually and make any necessary money management changes if the situation warrants. Additionally, through utilizing the Decision Center we can have an active and accurate depiction of what your aggregate portfolios looks like all together in one comprehensive allocation report.
