Portfolio Management

There are many factors I consider when developing a client’s financial plan. I start by listening to your broader life goals, learn your short- and long-term financial needs while understanding your risk tolerance. As your financial plan evolves, I take into consideration the current economy to develop a portfolio strategy.

Next we mutually agree to implement your financial plan, I begin to my investment management services to proactively manage your accounts. These services managing your current investments and asset allocation, financial statement analysis, stock selection, and making adjustments to your portfolio during fluctuations in the markets. Fees will occur at this time.

Ongoing, we review my investment management of your financial plan in a conversational manner without unnecessary jargon that helps to ensure your money decisions remain aligned with your broader life and wealth goals. As your advisor, I include financial planning not just portfolio management, as part of my services.