“All the art of living lies in a fine mingling of letting go and holding on.” – Henry Ellis
I believe strongly that clients should have a well-diversified portfolio of securities. This may include:
- 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.