As an independent financial and investment advisor serving women, I believe in a client-focused, research-backed approach. My investment portfolios are designed to meet your wealth goals, on your schedule. Here’s how:
Leverage Nobel-Prize Winning Research
Every portfolio I build for my clients is based on almost nine decades of data, analysis, and research. That experience generates the deep insights from behavioral finance that I apply to your unique situation and goals.
My Investment Committee that guides this effort in client portfolios is led by world-class practitioners and leading academics like Dr. Meir Statman and Nobel Laureate Dr. Harry Markowitz.