Wealth Management

Investment planning and asset management is what I like best.  I will build a customized portfolio or we can use a professionally managed set of funds.  The main goal of our investment selection is getting the highest rates of return for a unit of risk.  I constantly review the underlying metrics of your portfolio to try to optimize risk and return.

Institutional share classes in your fee based account typically saves you in underlying management fees. Careful consideration is given towards risk, goals, and tax consequences.  My fees are lower than industry average and compare favorably with robo-advisers.  For fee based advisory services, the account minimum is $250,000.