Portfolio & Investment Management
I provide highly customized portfolio management that is tailored to your risk tolerance, goals, and values.
I design strategic asset allocations based upon your specific needs. By taking a goal-based approach to investment management, I can align your investments to help meet your goals. Your portfolio will be customized to meet your individual needs. I do not chase market returns and stocks but rather take a disciplined, long-term, and individualized approach to investing with a strong emphasis on risk management. I believe the heart of successful investment management is the preservation and steady growth of capital.
You’ll benefit from my 17 years of professional experience and disciplined value approach. I am a patient, long-term investor who believes that diversification and active portfolio management can help lower volatility and increase returns.
I utilize an investment process which includes initial discovery, development of a customized Investment Policy, implementation, monitoring and rebalancing, and reporting and ongoing communication.
You can learn more about my investment process here.