What You Can Expect

My goal is to:

Be proactive in contacting you when I believe upcoming changes will impact your investment portfolio.

Deliver quarterly written updates on your portfolio’s performance, detailing performance year-to-date, and over the life of the relationship.

Bring in other professionals in areas outside my scope of business when necessary.

Clearly reveal my fee structure and/or any costs related to your investments.

Provide an annual face-to-face review to discuss prior year results, changes in your needs or objectives, and my strategy and expectations for the coming year.