Investment Management

Investment Management

Your investment portfolio will be carefully designed to help you create a reliable source of income. 

Risk

Reward

Here are the three fundamental principles I follow to create a sophisticated investment strategy for your retirement. 

1) GROWTH NEEDED

Fighting inflation and getting the growth need to help you live your retirement dream is my top priority. 

Every person has different growth needs and therefore needs a custom portfolio. My job is to calculate the growth your retirement goals require and develop a portfolio that has the highest probability of success. 

2) DIVERSIFICATION

In essence, diversification is about ensuring steady, moderate outcomes rather than risking an all-or-nothing outcome that could ruin you. A diversified portfolio will never out-perform all of the different asset classes it includes; it will always be their average. Over time, the lower risk but equal average benefit from diversification is a powerful engine for wealth growth.

3) TAX-EFFICIENT INVESTING

Just as the IRS taxes the income you earn, so are the capital gains you earn by investing in securities like stocks and bonds. Taxes can change the take-home value investors earn from their investments, just as costs and market performance can. For instance, if you and another investor had the same exact investments with the same timing of your transactions, you could expect the same market returns, but, if you manage your taxes differently, you could very well keep significantly different amounts of money after taxes.

Intelligently managing taxes can—without risk—increase the value of your wealth over time and should be a focus for all investors.

​👉 Want to learn more about creating a paycheck in retirement? Click here to get your Complimentary Retirement Analysis.