Experienced Investment Guidance
A goals-based approach
My team and I connect with clients by listening, understanding and helping learn about your current situation and where you want to be in 5, 10, 15 or more years. We help prioritize your goals and the income you will need to live your best life. By utilizing the resources and intellectual capital of JP Morgan, we work directly with you to design a custom approach that will help pursue these dreams within the risk parameters that you find comfortable.
A personalized process
These inputs lay the foundation to create short- and long-term strategies designed to grow alongside you and your family. We build asset allocations to target your individualized objectives. Our process is hands-on, and we work directly with you to explore opportunities and make decisions together.
Experienced Investment management
My team and I select the most appropriate strategies to help pursue your goals. We use an array of vehicles such as stocks, bonds, mutual funds, ETFs, and third-party managers, as well as individualized portfolios. Often, we will make use of a mix of structured products or separately managed accounts.
We believe that successful individuals and families, like you, want and deserve this process to be transparent, accountable and objective. Most importantly, we find that you seek a partnership in which ideas are communicated simply and directly.
Ongoing review and management
Just as economic and market conditions evolve, your goals and needs may change as well and require consideration and analysis. Ongoing portfolio evaluation allows my team and I to rebalance allocations and remain flexible.
J.P. Morgan’s commitment to excellence
Our capabilities are augmented by the powerful resources of J.P. Morgan, and we provide direct access to the intellectual capital, real-time insights, and award-winning research team1 that we leverage as part of the firm’s due diligence process.