Richmond, VA | Salt Lake City, UT | Ontario, CA
Extensive working experience with a retired and near-retired clientele to help them structure manage their portfolios in both the accumulation and distribution phases. Belief in a weak to semi-strong efficient market and, therefore, that a tactical allocation model coupled with minimal fees is the best way to improve portfolio performance. Specialties Retirement Income Distributions, Equity & Fixed Income UITs, Non-Correlated Investments, Concentrated Portfolios, Seperate Managed Accounts, Municipal Bonds
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