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Investment portfolio management. I provide value through ongoing, professional advice to my clients, who don't have the time or desire to make suitable, dispassionate investment decisions by themselves.
I've been in the investments business since 1992 and in private practice for six years.
Have Attended Live InHouston Netweaving Events (ever):
A delegator who is accustomed to following the advice of his professional advisor. Someone who has the investable assets to justify engaging a manager, and who can commit to sufficient time in the markets to allow a portfolio to perform.
My clients come from a variety of backgrounds: construction, real estate, energy, medical, and maritime.
Urgent Needs and Compelling Desires of Target Market(s)
The need to overcome market fear or investment indecision. The desire to leave a current investment advisor or broker, and to have a third party take the emotion out of that change.
Opportunities said Target Market(s) would love to invest in
Liquid, publicly-traded domestic and foreign investments.
Benefits of investible opportunities to Target Market(s)
Potential downside risk management, diversification, potential for growth and income. Investment decisions are based upon fiduciary standards, and are absolutely transparent.