New Accounts - Moving Forward

To continue to deliver high quality service in a timely manner, I limit the growth of my practice.

Minimum assets to be professionally managed:  $700,000

How can I earn your business?
If you are interested in learning more about my investment philosophy and management services, I typically begin by performing a complimentary analysis of your current portfolio (complete with internal investment expenses). Based on your holdings, general investment objectives, and time frames, I will provide you with a "second opinion" and ideas on how I may be able to help you make improvements.

If my "second opinion" of your current holdings and my ideas help you to identify areas for improvement, I hope you choose to work with me regarding those issues going forward.

Thank you for your consideration.