Portfolio Consulting Services
If you are currently managing your own investment accounts you may want to consider some help with investment strategy, sector allocations, investment choices and timing. I consult with individual investors, corporate retirement plans, foundations and non-profits, on an hourly basis. I can help you with:
- An improved and updated investment strategy.
- Screening investment choices.
- Monitoring quarterly earnings and corporate developments of portfolio holdings.
- Entry and exit levels of positions.
- Quarterly review of performance.
The markets have been very difficult to figure out in the last several quarters and investments require more active management. You may find investment decision making more difficult.
Please contact me to discuss how I can help you with your investment accounts.
