Portfolio Management
I personally manage your portfolio according to a disciplined process to minimize risk, taxes and total costs. Independence allows me an unbiased and objective perspective on any investment product, allowing me to fully accommodate your preferences and your goals.
My Investment Planning Process
- Create a point-in-time snapshot: I analyze where you are in terms of your current portfolio. In some cases, I can provide immediately actionable steps that benefit you; like leveraging tax-selling or profit-harvesting opportunities.
- Develop an investment strategy: From your snapshot, I’ll draw up personalized investment strategies that will help you reach your financial objectives. This may be accomplished by building upon your existing portfolio or proposing a set of tax-efficient investments that are aligned with your personal financial goals. I place a high priority on minimizing overall investment expenses as an important aspect of portfolio construction.
- Implement your plan: My dynamic approach to investment planning evolves with your changing circumstances. I’ll guide and advise you on investment plan transitions as you go through life and lifestyle changes.
- Consult and counsel: Ours is an ongoing partnership. Throughout our relationship with you, we’ll review your investments, keep you informed, and communicate constantly with you about proposed changes and potential risks or opportunities for your investments.
Let’s get the conversation started. Contact Pine Tree today to learn more about our portfolio management strategies.
Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.
