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
A portfolio aligned with your goals, values and risk tolerance
Implementation, monitoring, quarterly performance reporting and adjusting as needed
A tax-aware approach, helping you keep more money in your pocket
Risk management through diversification
A well-diversified portfolio aimed at balancing return and risk—invested globally and across asset classes
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.