Investment Management

I also help clients manage their investments.  My investment philosophy is centered around building a well-diversified, tax-efficient portfolio of low cost investments such as ETFs and Index Funds, complemented by holdings of blue chip stocks, as appropriate.  Any investment holdings will be structured around your specific goals and comfort with taking risk.


Setting up and monitoring a portfolio is important, but even more critically, I help my clients manage the emotions of investing.  It can be very easy to overreact when the market jumps or falls – my job during particularly good and bad market times is to help you stick to your plan.


Investing fees start at 1% assets under management per year, and tier down with larger account values.