I firmly believe that my clients' interests are best served by taking a fully-diversified portfolio approach to investing and employing the principles of dollar-cost averaging to take advantage of market volatility and enhance returns. I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conserative and income oriented, or looking for growth, i design an investment strategy that best fits your needs.
I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.