Optional Add-On: Portfolio Management

"Investment management requires a disciplined approach and a strong, trusting relationship with your Certified Financial Planner®. If you need portfolio management along with your financial planning, we are here for you."

We help clients understand the big picture and avoid costly financial mistakes. We can help you increase your portfolio performance and reach your financial goals faster. This can both save you time and money, as you don’t have to go it alone, and you will receive a customized investment strategy for your personal situation.

Along with our regularly scheduled meetings, our virtual doors are always open, and you can contact us anytime. We will update your plan to reflect ongoing economic and political changes, plus any changes to your personal circumstances or priorities.

Our customized investment portfolios are designed to maximize each client’s portfolio strategy. This may include globally-oriented portfolios and tax-efficient investments. Our investment options also include low-cost investments such as Exchange Traded Funds (ETFs), no-load mutual funds, and hybrid portfolios.

Some key features we offer include:

  • Equity sector, style, and region trading
  • Asset allocation trading
  • Portfolio stress test
  • Portfolio optimization
  • Expat-specific investment trading
  • Correlation calculator