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 Charles Schwab and Altruist as our custodians. They’re well-respected in the industry and have a wide range of investments available at competitive fees.
Investment Management includes the following:
Working with you to create an investment plan based on your financial situation and risk tolerance.
Executing transactions in your accounts to match your stated asset allocation, risk tolerance and tax situation.
Investing new cash when available, monitoring your portfolio and re-balancing as necessary.
Managing your income stream when you’re retired including Required Minimum Distributions when applicable.
You can read about my investment philosophy here