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Investment Management

I believe the best way to guide you along the road toward financial independence is to cultivate and care for your investments while striving to help you find opportunities in any market conditions.

By adhering to a holistic planning approach, I strive to determine a combination of risk and return for your investments as I help you preserve and grow a lifetime of financial assets. My strategies seek to capture growth when the market is rising and help protect capital when the market is falling to help address:

  • Your income needs are met over time
  • Risk is managed in line with your goals and time horizon
  • Your portfolio is optimized to generate growth and outpace inflation

An Emphasis on Due Diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of top industry talent to select among in constructing your portfolio. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

I work with you to help create an investment portfolio customized to address your short-and long-term income needs and personal aspirations. As an independent advisor, I have access to a full array of non-proprietary financial products and services as I work with you to help position your assets so they may be strategically allocated, diversified and managed*. I seek to create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

*Asset allocation does not ensure a profit or protect against a loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

No strategy assures success or protects against loss.

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