Philosophy
Philosophy |
In my opinion, financial planning is essential. It is absolutely necessary to listen to the client, understand their needs and to ensure a constant follow-up in order to make personalised recommendations.
Once an investment strategy is put in place, regular follow-ups, changes at the most opportune times in the market and a constant communication with the client are the basis for a long standing client relationship.
I provide custom investment strategies to families and organizations with over $250,000 in investable assets.
My asset mix includes:
Building financial plan for:
I use sophisticated tools to build financial plans and use a comprehensive method to analyze current investment holdings and tool for ways to optimize current situations. This can mainly be done through risk/return enhancement, investment diversification fee reductions and tax deferral.