Investment Process

My investment process starts with the development of a long-term strategy. It is valuable to meet with clients to find out what their goals are. I start by analyzing the investments they are holding. This allows me to understand if the client is properly invested to reach their goals. Sometimes I find that clients are not diversified enough; other times I discover that they are over-diversified and their investments are not working hard enough for them.

Once I know the facts, I can give appropriate investment advice and help them build a portfolio of suitable investments.  I monitor the investments and keep my clients informed as often as they like.

I also recommend annual meetings to review the performance and make any changes if need be. This is an on-going process, and I am always available to meet before yearly reviews.