I offer multiple investment programs designed to meet a variety of your needs and goals, as well as, different levels of risk tolerance, experience and financial status. To learn about my approach and general thoughts, please read my quarterly letters and my recent articles in the media. Please also take some time to read about my investment philosophy.
In order to keep my fees at the low-end of the industry range, I act primarily as a cyber-adviser to most investors. I have chosen to work from home and affiliate with companies that can provide me with “big firm” services. The majority of meetings are done by computer or telephone.
For those close to Milwaukee, Madison (WI), Las Vegas, Phoenix, Dallas & Chicago, I will meet with you in person certain times of the year. I do travel the U.S. extensively many years, so I can meet for interviews and reviews on an occasional basis in other locations as well.
If you would like an advisor that lives near you, I am very acquainted with a firm that has representatives around much of the nation who share my general philosophies. I recommend this group highly. Regardless of the type of experience and services you want, I can generally help you find what is best for you.
Contact me to talk about what model of service is best for you, to do a free risk review and to receive my introductory packet.