Investment Philosophy, Process & Execution
I believe women investors have unique needs and preferences.
I offer personalized comprehensive wealth mentoring solutions for women. I translate this knowledge in a way that can serve you and speak to both your mind and your heart. I prioritize hands-on direct personal service and communications with my clients. I relish the opportunity to educate and engage you about your wealth management. My clients on average invest with me between $1 million to $25 million.
Principles of My Investment Philosophy
- Intelligent investing
- Optimal, cost effective strategies
- In-depth research
- Portfolio selection and diversity
- Risk and return are related
- Market timing is inefficient
- Financial planning is part of overall asset management
Thank you for your time yesterday. I came away knowing how much I still don’t know but also an interest in moving forward and learning more. I appreciate your patience, knowledge, guidance and insight. If I have any friends or clients that may be contemplating a divorce, I know that I can entrust them to you to get valued guidance through what may be one of the most difficult periods in their lives.
JOHN D
Financial Advisor
My Intake Process:
- Receive my personal and undivided attention
- Address fully all your concerns
- Identify what is meaningful to you
- Determine your readiness to set goals
- Build your confidence to accept changes
- Prepare you to take first steps or dive right in
We get to know one another through discovery, analysis, commitment, and implementation. When you are ready and confident that I understand your financial situation, I partner with you to proactively manage your wealth and set goals. Your assets under management are held in your name in your account with an independent qualified custodian, such as Charles Schwab or Fidelity Investments.
My Implementation Process:
- Open new account(s) in your name & facilitate transfers
- Assume limited authority to manage your account(s)
- Educate and inform you of recommended activities
- Review regularly with you your financial situation
- Provide you with a positive and empowering client experience
I have Power of Attorney to trade and manage your transactions but not to withdraw funds. I may recommend other professionals (e.g. lawyers, accountants, real estate agents, insurance agents, etc.) in certain disciplines on an as-needed basis. Any conflicts of interest will be disclosed and managed to the best interests of my client