Portfolio Management

Most high-income earners know they should be investing some portion of their income. But how do you choose how much? Where to invest? When to make a change? And how do you diversify your portfolio to accommodate what seem to be endless shifts in the market?

Your career is important to you. And while money is important too, you’re too busy to spend your time worrying (and stressing!) about your investment portfolio.

Your goals, your lifestyle

As an experienced portfolio manager, I help you “get in where you fit in” when it comes to investing.  I base my advice on my knowledge of you, how much risk feels right to you (not someone else’s idea of “you”), how aggressive an investor you are, and your personal goals.  I work with you, side-by-side, to plan your optimal, diversified portfolio, and then I build, implement, and manage it to keep you on track–adjusting as needed to accommodate for any and all changes, including inevitable market shifts and changes in your personal life–including career, marriage, children, divorce, the need to care for parents, or changes in your overall goals.

Let’s talk

From our first meeting through your successful retirement, I am at your service, carefully and personally managing your portfolio, answering your questions, and working to achieve your financial goals over the long haul.

Give us a call at 704-996-4243 or click the contact button below. 

The Blog: Tips & Tricks

Are we convenience crazy?! 15+ ways that you spend on convenience.

Most of us are short on time. That’s why we’re shelling out more and more
Read More

Three Ways to Bolster Your 401K (Without Putting in More $$)

Three Ways to Bolster Your 401K (Without Putting in More $$) The amount that you
Read More

Bond Market Volatility: What It Means for Your 2017 Financial Health

Bond Market Volatility: What It Means for Your 2017 Financial Health In the past few
Read More

This Month in Investing: Everyone’s Confused. It’s Not the First Time.

This Month in Investing: Everyone’s Confused. It’s Not the First Time. In our new monthly
Read More