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INVESTMENT MANAGEMENT

Your hard earned money should be invested in a way that you understand and feel good about. I am a firm believer in educating my clients on the process and rationale behind our investment decisions. 

We start this process by learning how you feel about investing and what beliefs govern the way you make investment decisions.

We then can get to work to create the portfolio mix, monitor it, and make adjustments as we go based on your goals and life events.

  • Risk Tolerance
  • Investment Selection
  • Investment Management
    (trading, rebalancing, market analysis, new strategies)
SCHEDULE A PHONE INTRODUCTION

INVESTMENT MANAGEMENT

Your hard earned money should be invested in a way that you understand and feel good about. I am a firm believer in educating my clients on the process and rationale behind our investment decisions. 

We start this process by learning how you feel about investing and what beliefs govern the way you make investment decisions.

We then can get to work to create the portfolio mix, monitor it, and make adjustments as we go based on your goals and life events.

  • Risk Tolerance (RTQ & IPS)
  • Asset/Investment Selection
  • Investment Management
    (trading, rebalancing, market analysis, new strategies)
SCHEDULE A PHONE INTRODUCTION

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