Once we agree on how to best reach your goals, we will establish the accounts and then allocate into portfolios suitable for your needs.  I monitor your accounts and make on-going recommendations when needed due to changes in any of your goals or as the overall market changes.

You will have online access to view your accounts as often as you want, which hopefully is not too often.  You will also receive account statements at least quarterly so that you can see periodic performance.

Your tolerance for risk will be balanced with your need for growth to achieve your goals.  Portfolios are managed using a diversified approach, and take into account any investments held away from our direct management, i.e. current 401(k), beneficial trusts, etc.

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