I am a professional Investment Advisor, working in the industry for a number of years. Whatever changes you're hoping to make or goals you're trying to achieve, I'll provide you with sound advice and guidance every step of the way. Take a look around and see all that I can do for you today. My clients are my number one priority, and I'll go the extra mile to make sure they're completely satisfied with my work.
Have a specific project that requires professional attention? My services are designed to tackle even the most complex projects. Contact me today to discover how I can help. This specific service is designed to analyze, confront, and solve your business needs. I provide customized solutions to all of my clients, and am an extremely results-oriented professional.
Have a specific project that requires professional attention? My services are designed to tackle even the most complex projects. Contact me today to discover how I can help. This specific service is designed to analyze, confront, and solve your business needs. I provide customized solutions to all of my clients, and am an extremely results-oriented professional.
Services
I also hired Charles Schwab as my independent custodian to hold my investments for clients. I currently manage approximately $33 million for mostly individual investors and have some corporation accounts and some charitable foundations. My investment philosophy incorporates a customized blend of investments including individual stocks, mutual funds, closed-end funds and exchange traded funds (ETF's).
Once we mutually identify that there is a good fit for our client-advisor relationship, we begin by getting to know you and what you want to accomplish. We analyze and review your existing investment portfolio to assess factors such as risk and return and evaluate its suitability to your specific goals, needs, and situations.
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