Our Services

Discretionary portfolio management

With the highest standard of education in the field, I can act in a discretionary and/or non-discretionary manner to actively manage your portfolio. A discretionary approach frees you from making day-to-day investment decisions and eliminates the distraction of trading costs, among other advantages.

With care, I will assess your needs and design an investment strategy based on time-tested investment methodologies and world-class investment research. Your strategy and portfolio will be based on an individual Investment Policy Statement tailored to your risk tolerance and investment goals. Together with you, I will shape a personal, customized plan that reflects your objectives and guides the asset mix and portfolio construction. Once your portfolio is in place, we will actively manage and regularly review your accounts to ensure maximum growth with minimum risk.

Employee stock options

Almost 20 years ago, I pioneered a groundbreaking service to facilitate the cashless exercise of stock options for employees of public companies. I simplify the process and work with the corporation and employees to develop a customized option procedure – a streamlined, timely process that adheres to your legal requirements and delivers the ease of a one-point contact for your employees.

Leveraging innovative technology, my cashless stock option service is simple and efficient. Working with your company’s option administrator, I offer advantages to your firm, administrative staff and option holders and will make every transaction seamless and efficient for your corporation and employees.