Investment Advisor Representative
39 Braddock Park #5
Boston, MA 02116
126 Horseneck Road
S. Dartmouth, MA 02748
- review your current investments
- measure your risk tolerance
- recommend a customized portfolio that addresses your needs and goals
- review that portfolio with you as much as you need
Active vs Passive Money Management
In his most recent Berkshire Hathaway annual report, famed investor Warren Buffett praised Jack Bogle, founder of The Vanguard Group and inventor of index investing.
Wealth Preservation and Risk Management
Psychologist Daniel Kahneman won the 2002 Nobel Prize in Economics for bringing to light that people hate to lose money more than they like to make money.
Custom Portfolio Analysis and Design
Comparing your current investments with a portfolio designed with mutual funds and ETFs that passed my due diligence. It can include any or all of your accounts including brokerage accounts, 401(k), 403(b), IRAs, etc.