For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That is where I come in.
My primary commitment is always to your overall financial success, and
to provide you the advice and service that will help you realize your wealth & retirement goals.
I respect that this is your money; you worked hard to earn it.
I know you are relying on me to make it work just as hard for you and to invest your money with appropriate intention and purpose.
My philosophy to investment management is a balance of Strategic Asset Allocation and Modern Portfolio Theory. A well-constructed investment allocation recommendation is made sensitive to investment risk exposure and based on the results of my clients’ financial plan and these key factors; their risk tolerance and aversion, current and future needs, as well as their long-term goals and objectives.
Adjustments are then made to the portfolio over time as market or economic events occur that may alter valuations, yields, volatility, or asset class correlation, and as my clients’ tolerance, aversion, needs, goals, or objectives change.
I do not manage portfolios based on the theories of market timing, event timing, or stock pick trading. I do not have a crystal ball and do not believe that speculation is in the best interest for the majority of my clients.
Whether you have significant assets to manage—or you are just starting to accumulate wealth—I have the tools and experience to provide the services that will fit your needs.
I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. I look forward to working just as hard for you and your family.
Renee shares Bridgette’s commitment to her clients and works diligently to ensure that all requested and routine meetings are scheduled promptly, that paperwork is processed on time and accurately and that our systems are running smoothly.
Renee guarantees the lines of communication remain open and easy and she works hard to ensure that our quality of service exceeds our clients’ expectations.