Investment Management

As an investment advisor representative of Portfolio Medics, I believe no two investors are alike. In order to help each one of my clients meet their financial goals I implement a team oriented approach to investment management and a client focused culture that is fundamental to our investment process. My advice and recommendations are tailored to my clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.

 

 

While working under a fiduciary standard of care, I have an obligation to work in my client’s best interest. Many times I find clients in inappropriate or unbalanced allocations which are usually the result of either a lack of understanding or inappropriate past investment advice. I will develop your personalized asset allocation based on your individual risk tolerance and objectives with a concentration on the process of managing risk while investing.