⌟ Investment Management

I am working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their institution’s financial future.

How I organize my work:

  • Help clients navigate today’s evolving markets and identify the opportunities that shape their portfolios and long-term investment goals
  • Develop and manage customized solutions for the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices
  • Advise clients on how to allocate assets to meet unique objectives, addressing the dynamic market environment
  • Research market ideas and build investment portfolios across a broad range of asset classes
  • While I have a variety of services for my clients, many are looking for someone to manage their investments (whether these are retirement funds, joint accounts or trusts).

I review each client’s goals, investment experience and risk tolerance, and determine a financial investment plan best suited for that client. To meet my clients’ needs I use a variety of methods to properly manage your assets.

A big piece of this process I call “multi-dimensional diversification.” This involves multiple asset classes, multiple management styles at both strategic and tactical levels, and often multiple managers.

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FAQ

Frequently Asked Questions

Q : How to Switch Banks?

A: If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.

Q : Why should I spend money on a financial advisor?

A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q : Can I get help with
 my credit card debts from a financial advisor?

A: Absolutely. Clients can work with a licensed financial advisor to pay off their debts and get back on track financially. Financial advisors have access to programs most individuals can’t get into on their own, and they have connections in the financial industry most of us simply don’t have.

Q : I am already in debt. How can I afford a financial advisor?

A: The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a fee only situation or commission based pricing.

Possible Risks

Market risk, or “principal risk” is the chance that a downturn (or a bad investment) chews up your money. It’s there for both stocks and bonds — when interest rates rise, bondholders will see the market value of their paper shrink — and for most people it’s the big bugaboo.

Inflation or purchasing-power risk for most people is the “risk of avoiding risk” — the opposite end of the spectrum from market risk — the possibility that you are too conservative and your money can’t grow fast enough to keep pace with inflation

We Will help you to understand:

  • Retirement Financial Planning with Wealth Creation
  • Wealth Creation
  • Asset Protection
  • Investing for Retirement with Self Managed
  • Superannuation Fund (SMSFs)
  • And more other instruments

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