Investment Management

We manage your assets in a prudent and efficient manner in line with your investment objectives and time horizon. We ensure that investment is done with our fiduciary responsibility to you: .We analyze your portfolio and suggest a suitable asset allocation for you. We then assist you in opening the necessary brokerage accounts. Once the accounts are funded, we buy and sell investments to meet your target allocation. After the portfolio is set up, we monitor it and review the portfolio with you and revise it to account for changes in markets and your situation.