Investment portfolio made for you, your needs, risks and preferences/style. Focus on Capital preservation, Income Generation or Growth.

• Stocks, Bonds, Mutual funds and ETFs instruments

• US instruments as well as foreign markets

• Model Portfolios from Low Risk to High Risk exposure

• Portfolio tactical adjustments

An integrated financial plan tailor-made for your life situation, goals and risk profile. A long-term partnership with a fiduciary duty to navigate in an uncertain environment.

• Long Term cash forecast for assets and liabilities

• Evaluating savings needs to meet goals

• Risk management and asset protection