Investment Management

A diversified portfolio that includes the fundamental asset classes is the key to a comprehensive investment strategy.  Diversification manages the risk of having "all your eggs in one basket" and may reduce the impact of market volatility throughout normal economic and business cycles

I do not believe in timing the market, and rarely engage in individual stock picking.  I focus on a long-term strategy that aims to optimize a target rate of return based on your investment goals, time horizon, and risk tolerance.

I create custom portfolios of funds based on selection criteria that includes qualitative as well as quantitative data, or identify independent portfolio managers that are suitable for your investment objectives.

Performance will be monitored and I make changes as necessary to ensure adherence to your objectives, in line with the investment philosophy.

Special strategies such as environmentally sustainable and socially conscious themed investing are also available when appropriate and preferred.