.png)
Investment Management
to Support Your Plan
Our investment decisions are too often driven by emotions and fears instead of being based on facts. These short-term behaviors can get in the way of accomplishing your long-term financial goals. I'll educate you about the investment strategies available to you individually and for your small business.
Pricing Options
-
Investment management is available as part of the Financial Planning Experience or as a standalone service.
-
An annual asset-based (AUM) fee between 0.50% to 1.5% percent of account balance is billed for investments under management.
-
AUM fee is based on account size and investment strategy and billed quarterly from the account.
-
Investment Philosophy
Investing shouldn't focus on trying to time the market, but rather time in the market.
Don't let day-to-day market fluctuations get you off course.
A properly constructed portfolio that's well-diversified, tax-efficient and within your comfort level for risk can help you achieve your goals over the long-term.
Investment Approach
As an independent advisor, I have access to well-known and unique investment solutions.
Updated risk management techniques allow for more equity exposure with a steadier experience during market downturns.
ESG- and faith-focused options are available to fit your values to your money.