A focus on fixed income
Customized, conservative income portfolios
I advise a broad range of investors that include busy executives who have no time to manage their investments, medical and legal professionals, young families who have been referred to me through the community or their parents, and people who are nearing retirement and need conservative, income-generating portfolios. I pride myself on providing caring and attentive service.
As a former fixed income trader, my specialty is investing in fixed income securities to provide a steady income and the maximum yields the markets will bear through bonds, convertible bonds and preferred shares.