We can work together two ways: Portfolio management, or 'one-off' analysis.
Investing need not be a harrowing experience. My goal is for you to have a comfortable and confident feeling about how you are invested, and an understanding of why. It is imperative that we get to know each other well before working together. I need to win your trust and confidence; to understand your goals and comfort-level with risk; and agree upon an investment plan. It is my duty to convince you with plain language and persuasive reasoning, and only then to execute the strategy we have agreed upon.
Portfolio Management:
After discussing your investment needs and risk profile; I will analyze how you are currently
invested, and recommend how you should be invested based on your goals and risk appetite. Once we agree, and I have
thoroughly explained my recommendations, I will provide a road map of how to get from where you are, to where
you should be. You will be charged an annual fee that is based on the amount of assets under management, and billed quarterly.
One-Time Portfolio Analysis:
If you would like an independent analysis of your current holdings, and a
recommendation as to what you should do going forward; or if you would like an analysis of a planned
investment and how it will fit with your current holdings, we will discuss and agree upon a charter.
You can be charged as you like: either by the hour, or a flat fee, which we will negotiate up-front.
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