I truly believe you can learn to manage your own investments, but that doesn’t mean you have to.
Investment management services remove the stress you may feel from making investment decisions while providing you with full access to your investment accounts.
I first work with you to identify your financial goals and then assess your tolerance for investment risk. No investor wants to lay awake in bed at night worrying about what the stock market might do tomorrow. Aligning your goals to your willingness to accept risk can bring peace of mind.
My investment approach is to seek-out low-cost, index funds or ETFs for investment portfolios. Financial markets are extremely difficult to predict. I help investors control what they can--such as investment fees and poor behavioral decisions--and leave stock picking and market guessing out of the equation.
I partner with Betterment and TD Ameritrade for investment management solutions.
Discuss your family goals and values
Determine your tolerance for investment risk
Help determine your asset allocation
Create an Investment Policy Statement aligned to your goals and risk tolerance
Regular portfolio rebalancing
Regular reviews to discuss your portfolio and answer questions
Unlimited direct access to me via phone or email
0.50% to 1.00% Annual Fee*
Based on Client Service Level
*Fee varies depending on client engagement type.
3rd party commission or management fees may apply.