I realize that providing an exceptional level of service is critical to the success of our relationship. To that end, I offer a quarterly review of your entire portfolio that gives you a quick, easy-to-read overview of your growth for the previous period. I am happy to meet with you regularly, based on your schedule and needs, to discuss your portfolio and changes in your life that affect your financial plan. Open communication is critical to our success.
The role of an Investment Advisor is straightforward: To help clients maximize their returns given their specific tolerance for risk. My expertise allows me to help you accurately determine your risk level, no matter how low or high, and then build a personalized portfolio to maximize returns and minimize volatility.
My four-step process helps give you the highest probability for success. It involves:
Profiling to determine risk tolerance, retirement plans taxation, income needs, etc.
Preparing your personal financial / investment plan and determining the appropriate mix of investments.
Identifying and selecting suitable investments and money managers.
Regular monitoring of your portfolio and rebalancing your portfolio to match your investment profile.