I offer fee-only portfolio management services. I help create financial stability for you by creating portfolios that fit your risk tolerance, cash flow needs and reflect your values. As a Registered Investment Advisor and a fiduciary, I have a legal obligation to put your best interests first.
We use TD Ameritrade as our primary custodian. They’re well-respected in the industry and have a wide range of investments available at competitive fees.
Investment Management includes the following:
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Working with you to create an investment plan based on your financial situation and risk tolerance.
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Executing transactions in your accounts to match your stated asset allocation, risk tolerance and tax situation.
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Investing new cash when available, monitoring your portfolio and re-balancing as necessary.
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Managing your income stream when you’re retired including Required Minimum Distributions when applicable.
You can read about my investment philosophy here