Strategic Investing, Not Pushy Sales
Have you ever been annoyed by a doctor who only pushed medications and did not actually talk 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.