As a wealth manager, I utilize 30 plus years of experience to assist in the development of core investment strategies and recommend the use of the same principles that were awarded the Nobel Prize in Economics as a guide to customize each client’s portfolio. We seek to maximize long term returns while minimizing short term risk through proper portfolio diversification.

Our diversification involves a customized asset allocation strategy to reduce the overall volatility of the portfolio by spreading risk across and within different asset classes. Close attention is paid to asset correlations with the goal of achieving and maintaining efficient portfolios that produce high returns for an accepted level of risk.

Portfolio Builder and Diversification Strategy

A comprehensive goal-based approach that is customized for building and maintaining your personal wealth.

• Selection of types of accounts and necessary account combinations
• Investment platform and custodian selection
• Determination of account funding levels or needed income distributions
• Establishing risk/reward profiles for each account and portfolio
• Development of adaptive asset allocation targets
• Selection of specific investments and money managers
• Establishing benchmarks for diversification and performance
• Monitoring, tracking and reviewing performance and portfolio progress
• Creating custom reports for client reviews
• Recommending and implementing adjustments when necessary