Portfolio Management Services
We can manage and/or monitor a client's portfolio with no-load mutual funds and/or individual stocks and exchange traded funds. Recommendations are made only after we are in agreement with your financial goals objectives, risk tolerance, and income tax situation.We pay particular attention to the asset allocation of your portfolio and work closely with you to understand the investment choices whether they be in a taxable or non-taxable account.There are NO minimum account balances for us to help you with your situation. NO commissions are made on any product recommendations. Call for a free consultation. My firm is a Registered Investment Advisor.