Monitoring


The investment climate is constantly changing, making it essential to maintain a disciplined watch over my client’s portfolios. Each portfolio is reviewed on a quarterly basis and necessary adjustments are made to keep the asset allocation in line with the predetermined goals and objectives. Additionally, I contact my clients several times each year to keep them up to date with the status of their portfolios and to remain informed of changes in their lives which may require an adjustment to the management of their portfolios.