Asset Management

Investment management is a key component in achieving the goals you set for yourself.

I work with each client to tailor an investment mix appropriate for the time frames and risk tolerance they have. I also partner with East Bay Financial Services to build portfolios for my clients. We build those portfolios utilizing the Dimensional Fund Advisors investment platform. Dimensionalā€™s approach is based on research done by Eugene Fama and Kenneth French. Their research shows that over time, markets are efficient. Those that have worked with me for many years have heard this from me many times.

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