This portfolio seeks opportunities in traditional growth stocks as well as cyclical companies and turnaround situations with significant potential for growth of capital.
We invest at least 65% of the assets in common stocks, but may also invest in convertibles, preferred stocks, U.S. government securities, bonds, and/or cash equivalents.
This portfolio invests primarily in well-established companies with strong balance sheets and a history of consistently paying dividends, helping to provide downside resilience and reducing volatility.
We invest primarily in common stocks, securities convertible into common stocks, nonconvertible preferred stocks, U.S. government securities, investment-grade bonds, and cash.
This portfolio provides a way to earn income on your cash reserves while preserving capital and maintaining liquidity. Seeking to preserve the value of your investment at $1.00 per share.
We invest in U.S. treasuries, repurchase agreements, government agency securities, and agency notes & bonds.
Custom-built investment portfolio for your needs.
Education on what you own and how it works.
Access to advanced and alternative assets classes.
Reviews however often you'd like.
Very competitive pricing.
What It Costs
My compensation is flexible depending on what's best for you, or what you prefer.
I am happy to provide an estimate.
Assets Under Management (AUM)
Management costs 0.2% per quarter and is deducted from the account.
Breakpoints starting at $1m.
3-5% commission, depending on purchase size.
The commission is deducted from the investment at time of purchase.
I rarely sell this way. But it does make sense in unique situations.
The insurance company pays me for using their product.
There is no direct cost to you.
Either a commission from the insurance company, or an AUM fee.
Please note: As a fiduciary, I never make recommendations based on what I'll get paid. I don't even know in many cases. I believe that if you take care of people and do what's right, you'll never have to worry.
I have acquired more licenses than most advisors in order to provide more options to my clients. However I will happily comply if you would rather I not use an option because you don't like how it compensates me.