My principal goal is to provide my clients with peace of mind when making their investment decisions. This means clients feel confident that they are taking the right amount of risk, that they can expect a reasonable rate of return and that they understand how their strategy should work.
The operating strategy, called the Investment Policy Statement, will be customized to reflect the client's personal financial objectives and will reflect his or her personal situation and feelings about investing. This keeps investment decisions manageable and makes investing less complicated and less expensive. My job is to help my clients construct a plan that makes sense to them, that makes them feel confident about making financial decisions and that helps them reach their goals.
Investment Consulting Services
- Financial reviews and evaluations
- Portfolio review and analysis
- Second opinions of current plans or strategies
- Trouble-shooting to identify problem areas
Fiduciary/Trustee Advisory Services
- Decision-making assistance for trustees, fiduciaries, guardians, executors, conservators, 401(k) sponsors (and employer-sponsored groups), endowment funds and foundations.
Project-Specific Planning Services
- Designing customized investment plans
- Drafting Investment Policy Statements
- Money management decision-making
- Establishing investment accounts and placing client orders
Educational and Counseling Services
- Employer-sponsored education
- Group educational seminars
- Speaking engagements
You are invited to discuss your objectives and how I might help at a complimentary, no obligation, 30 minute initial meeting. If you then decide that you would like to engage my services, together we will determine the scope of the project. My fee is based on an hourly rate of $210, but I will quote you a firm price for the entire project. I do not receive any additional compensation (no commissions or fees) from any source so there are no conflicts of interest in the investments I choose to recommend to you or in how you choose to implement your plan. Please contact me to schedule your complimentary initial meeting.