I am a discretionary Portfolio Manager. I listen to what you want to do and come up with a strategy that matches your goals.
Discretionary management fits for those who want a greater focus on their overall plan and financial well-being. It is for those who want to discuss the financial issues that matter to them, but don’t want to be bogged down in the detail of having to make the decision for every transaction.
I would be pleased to assess your situation, and help you determine if discretionary management is right for you. Please contact my team to set up a complimentary meeting.
Contact us to start taking control of your financial situation.