Overview

I am seeking to grow my AUM via either purchase/succession or on a referral basis with a fee split with other RIAs or insurance professionals who do not manage assets.

As a Portfolio Manager, I manage risk-based, balanced ETF portfolios. Each portfolio (conservative, moderately conservative, moderate, and moderately aggressive) is comprised of US and Intl equity, bond, and commodity ETFs, weighted to correspond with each risk category. I will overweight/underweight and hedge asset classes as needed to reduce volatility and avoid large drawdowns. Moderately conservative clients are my best fit (target 5-7% returns with approx 5% acceptable vol). I also employ laddered bond portfolios and individual bonds that will be held to maturity. Many clients also hold individual stocks or have specific (limited) instructions on handling long-term positions or limits to certain asset classes.

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