INVESTMENT MANAGEMENT

 

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. I partner with a company called Betterment, whose investing approach closely aligns with this philosophy.

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.

 

SERVICES INCLUDE

 
  • 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

PRICE

0.50% to 1.00% Annual Fee
Based on Total Assets Managed
(Fee varies depending on client engagement type)