Focus on Investment Management for executives, professionals and business owners. Many of my clients do not have the time or resources to manager their investments, therefore rely on me for consultation. The first step is to establish objectives, such as a secure retirement. Next, we will develop a strategy that addresses risk and time frame. Once this is complete, I will recommend investments for the client's approval. Once implemented, the portfolio will be tracked and reviewed on a regular basis. Changes will be made as required.