Investment Management

I use advanced research to proactively manage my clients' investment accounts for them.  The most common types of accounts that I manage are IRAs, Roth IRAs, trust accounts, and taxable investment accounts.  The portfolios that I design for my clients are well diversified and are comprised primarily of low cost mutual funds and ETFs.  

If you hire me to manage your money, I will work with you to design a portfolio that is in alignment with your goals and objectives.  Some of the factors that we will take into account when designing a portfolio are: your investing time horizon, your liquidity needs, your risk tolerance, your tax situation, the purpose for the money, and your financial goals.