firmly believe that my clients' interests are best served by taking a
fully-diversified portfolio approach to investing. I work closely with
my clients to formulate customized investment strategies designed to
improve portfolio returns, while keeping risk at acceptable levels.
Whether a client is conservative and income oriented, or looking for
growth, I design an investment strategy that best fits his/her needs.
am committed to building a solid, lasting relationship with all my
clients. Keeping clients informed is a top priority for me, and this
means providing access to a wealth of educational materials, promptly
returning phone calls, and quickly following up on administrative
issues. It also involves monitoring accounts on an ongoing basis to
take advantage of opportunities and changing market conditions as they
arise. I regularly review goals, strategy, and portfolio performance
with my clients.
The Importance Of A Sound Investing Partnership
financial issues affect us all: saving for retirement, minimizing
taxes, setting aside funds for a major purchase or to finance a child's
education. To reach your own financial objectives, you need to consider
the challenges of building and preserving capital in today's
increasingly complex marketplace.