YOUR INVESTMENT PORTFOLIO, TAILORED TO MEET YOUR GOALS, ON YOUR TIMELINE
My investment philosophy goes beyond the one-size-fits-all approach. I design your portfolio with consideration of your goals, risk tolerance and time horizon. I understand that parents accumulating funds for college and retirement while paying down a mortgage have different investment needs than an entrepreneur who just sold her business and is ready to travel the world. I am able to plan for both.
I create tailored investment strategies by managing portfolios using a mix of mutual funds and exchange-traded funds (ETFs). We also offer separately managed accounts that may include tailored stock and bond portfolios and tax-favored investments. I enjoy helping you make your money work for you.
