Broker Check

Investment Management and Behaviorial Finance

  • Mutual Funds
  • Real Estate Investment Trusts (REITs)
  • Individual Stocks
  • Bonds- Government, Corporate, Municipal
  • CDs
  • Annuities- Fixed, Variable, Immediate
  • Brokerage Accounts
  • Account Transfers
  • Implementation of Risk Management Strategies
  • Coordination of Investment Portfolios