“All the art of living lies in a fine mingling of letting go and holding on.” – Henry Ellis

Investment Management

I believe strongly that clients should have a well-diversified portfolio of securities. This may include:

  • Stocks
  • Bonds (corporate, municipal, government, high yield)
  • Cash investments (money market funds, CD’s and Treasury Bills)
  • Funds (Exchange Traded Funds and Open Ended Funds)
  • Alternative Investments

After completing your personalized Portfolio Analysis, I can work with you to modify your existing portfolio, or to design a new portfolio that can help you address your long-term goals and objectives.

Investing involves risk including loss of principal. No strategy diversification, assures success or protects against loss.