| Successful investing requires a disciplined, professional approach. This means diversification by asset class (bonds, stocks, real estate, etc), diversification by business sector (financials, utilities, energy, etc), and generating income from your portfolio (interest and dividends).
I recommend bonds, blue chip stocks, real estate investment trusts, preferred shares, and annuities. Each client portfolio contains a customized mix of investments and is managed individually based on personal risk and return objectives. I charge a flat annual fee of 1% based on the value of an account. My fees are tax deductible. I also offer custom pricing for institutional accounts. |
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