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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.