Are you looking to achieve short or long-term returns?
How much risk are you comfortable with?
When is this money needed?
What’s important to you?
Each client needs a portfolio of investments that match their goals. A diverse portfolio, with investments spread across many different assets, reduces risk – it’s a case of not putting all your eggs in one basket.
Investment management is the creation and overall care of an investment portfolio. It includes developing an investment strategy, buying and selling investments and managing the portfolio’s asset allocation. It’s also about ensuring that it aligns with your goals, risk tolerance, values, and financial priorities.
My approach is dynamic, and constantly evolves with your changing circumstances. I’ll guide and advise you on investment plan transitions as you go through life and life-style changes, monitor and review your investments, plans and strategies in light of changing investment climates. Ours is an ongoing partnership. Throughout our relationship, I’ll keep you informed, and communicate with you about proposed changes and potential risks or opportunities for your investments.