Our Invitation

In order for you to better assess whether our approach is right for you, we invite you to set up an initial consultation so that we can better understand your current financial situation and your future investment objectives. Based on this information, we can provide an assessment of your existing investment portfolio in terms of how well it addresses your objectives, and we can identify what we would do differently.

If desired, we can prepare a "draft" investment portfolio for you that is designed to address your specific objectives. This initial consultation is on a no-charge, no obligation basis, and all of the information discussed is treated confidentially. Our objective is to get to know you and to give you enough information about us and how we would approach your investment portfolio so that you can make an informed decision as to whether you would like to hire us.