Strategic Investing, Not Pushy Sales
Ever get annoyed by a doctor who only pushes medications and never actually talks to you about how to have a healthy body? Me too. Likewise, I believe that an investment advisor should actually be a wise investor, not a salesman. I invest the assets of my clients strategically, based upon my unique approach. I do not sell pre-packaged products for commissions.
Custom Portfolios Are My Specialty
Managing a portfolio of investments for individuals, businesses, and charitable organizations is my primary service. This is uniquely suited for those:
- Deciding what to do with a retirement plan from an old job
- Saving for retirement or children's education
- Needing an income stream for retirement
- Receiving oil & gas royalties or an inheritance
- Organizations looking to earn a return on their reserves or invest their pension plan
- Just plain looking to grow their wealth
Portfolios are designed and managed in accordance with each client's objectives, time horizon, and tax situation. I charge an annual fee based upon total assets under management, according to the following schedule:
Schedule a free portfolio review to learn more.