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Developing an Investment Strategy

That Goes Hand-in-Hand with Your Financial Plan

Investing can seem like an overwhelming task, but it doesn’t need to be that way.

Your investment portfolio deserves attention and a disciplined investment strategy aligned with your objectives. Many individuals do not know where to begin when selecting investments. And how should you with so many options. My role is to work with you in creating your personal Investment Policy Statement and building a portfolio tailored to you. 

By applying the proper attention and evidence-based knowledge, my approach is to see that your investments are working as effectively as possible to reach both your short-term and long-term goals. You will feel informed about how your hard earned money is invested while handing off the day-to-day work to me, leaving you more time for what is most important. 


What’s Included in Investment Management


Pencial

Portfolio design

A portfolio aligned with your goals, values and risk tolerance

Gears

Ongoing management

Implementation, monitoring, quarterly performance reporting and adjusting as needed

Piggybank

Tax-conscious investing

A tax-aware approach, helping you keep more money in your pocket

Money

Risk management through diversification

A well-diversified portfolio aimed at balancing return and risk—invested globally and across asset classes

Scales

Portfolio rebalancing

Regular rebalancing to manage fluctuations in the agreed upon asset allocation



Pension Plan Consulting

In addition to personal investment management services, CWA also provides pension plan services. This service includes assistance with plan construction, investment selection and monitoring and participant education. 

My Investment Philosophy

Founded on evidence and focused on the long-term.

The 8 Tenets of My Approach

Improve Your Investment Strategy

Find out if your portfolio is aligned with your objectives.

Schedule a Call