Portfolio management in Lynchburg Virginia

Are you concerned how your investment portfolio will handle the next crisis?

Do you want more than a buy and hope strategy for your investments?

If you could improve your portfolio, Would you?

Can you make money in a down market?

I have designed a portfolio solution that has a goal of making money in an UP market but also a DOWN market. Contact me for a free consultation.

FREE Consultation

How you improve return & protect?

Often people take risk but are not compensated for taking that risk. When the market goes down you are uncomfortable. Contact me for a risk analysis.

FREE Risk Analysis

How easy you can move your account?

I work with all reputable custodians & it is easy to move money to our custodian (Charles Schwab). Contact me to find out how easy it is!

FREE Portfolio Review

Your investments must be PREPARED for these 8 things

You look to a financial advisor or company to help manage your money. However, RISK and comfort level are often not accurately portrayed in a portfolio.

I am most concerned about protecting your investments and then growing them. I have designed a portfolio that has a goal of making money in an up market as well as a down market. Most of my clients choose this portfolio style.

Nothing is every guaranteed, however my passion is to help you succeed. and that starts with proper portfolio management. Contact me for a FREE no obligation review of your portfolio.

See if YOUR Portfolio is Prepared

Proactive portfolio management?

Financial planning is key, it is the road map that points you in the direction you want to go. However, if you do not EXECUTE THAT PLAN, the plan is worthless. My passion is to help you execute the plan through proper portfolio management. Then working with you as you execute your part of the financial plan. Contact me for a FREE and NO-OBLIGATION review of the amount of risk your portfolio is taking. That way you can see if it lines up with your goals and comfort level.

Concerned about a downturn?

No one expected a global pandemic in 2020. No one expected the great recession in 2008. I manage most of my clients portfolio through a non-emotional, mathematically driven model that has a goal to make money when the market goes up or down. It's not guaranteed, but then again nothing is. Contact me for a FREE and NO-OBLIGATION review of your portfolio. I will lay everything out on paper, where you are and options that I have for you. What is there to loose?