FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge based on what you need as a client. If you are only looking for advisory or financial planning we can charge by the hour or by the project depending on its complexity. When it comes to investment management the cost is wrapped up into one transparent cost. If investment management is what you need the Financial Planning and Advisory is all covered by the investment management cost. No hidden fee's and no upselling.
- What is your typical process for working with a new customer?
To start I like to do a simple "get to know you" complimentary (no charge) discovery meeting. This is where we find out some personal details about one another. Then I will start asking questions about you and your goals. Next, depending on you need, I will run an analysis and come to you with a proposal. If you decide to work with me the on boarding process will commence.
- What education and/or training do you have that relates to your work?
I started my career at Morgan Stanley in San Francisco and while sharpening my skills there I completed a college degree in Finance and Economics. Upon leaving Morgan Stanley, I kept my focus on custom portfolio construction, custom investment strategies, and financial planning. Our investment management strategies have a heavy focus on a combination of both Technical Analysis and fundamental portfolio construction. Both utilized together as compliments are used on a daily basis to manage clients money in what we call an adaptive risk management strategy.