How It Works. 

Many money managers adopt a passive approach to managing money, leading to over-diversified accounts through mutual funds and ETFs, which often results in additional expenses and lagging market returns. In contrast, my active money management approach aims to deliver greater value over time for my clients.

  1. Get To Know You

Each investor has distinct goals and risk profiles. While making money may seem like a universal objective, the reality is that asset allocation and risk-reward appetite play a significant role in driving long-term returns in a client's portfolio.

2. Portfolio Construction

Following that, we assess your comfort level with risk, and I subsequently invest your funds in particular company names or fixed-income securities based on your risk-return profile. For instance, if we decide to include information technology names in your portfolio, but you wish to avoid high-risk investments, I'll identify less volatile companies in the sector for the allocation.

3. Execution

I choose stocks based on fundamental analysis of the securities and determine entry and exit points through technical charting and modeling. When technical indicators appear overbought, I typically trim or sell. Conversely, I opt to buy when markets are volatile, and retail investors are selling out of fear.

4. Institutional Tools for Retail Investors

As a skilled equity and option trader, I can provide clients with more sophisticated portfolios by using long and short trading strategies and leveraged funds. Currently, I manage my investments utilizing a long/short strategy with options strategically overlaid to safeguard and enhance the account's growth.