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True Independence

True Independence

I have the freedom to select investments from the broad spectrum of financial firms. I am not controlled or directed by an investment management company or insurance company.

Individual Risk Tolerance and Investment Horizon surveys will be completed so that we may help you identify clearly stated investment goals.

I use Portfolio Analysis programs that take a “Snapshot” of your portfolio that I may measure whether your Investment Policy is in accordance with your expectations.

My objectivity allows me to select investments that are chosen in accordance with your goals and expectations.

For the sophisticated investor, I offer fee-based managed accounts – truly customized portfolios guided by a professional money manager. With a managed account, you have a professional money manager making investment decisions on your behalf, rather than on behalf of a giant fund.

You will have a personalized, transparent portfolio based on your investment goals and custom tailored to your level of risk.