I believe everyone has different goals, interests, and plans for retirement. I custom design a retirement and income plan that suits your retirement needs, and a retirement plan that can deliver that value to you.
I organize your personal and financial resources, then, I meet with you and discuss your future needs, interests, goals, and return / risk tolerance. I custom your investment model and align it with your plan. In addition, I manage your company’s retirement plan or IRA’s, investments accounts, and other tax deffered accounts accordingly. I also help you develop an optimized income strategy that takes consideration of social security benefits and all other income sources during your retirement and make sure all these benefits and income received are working together and not against each other.
As a managing member at Varsity Capital Management, I work hard to protect and grow your hard-earned money. Over the long term, my goal is to achieve overall a respectful rate of return. My strategy has the ability to go into defensive cash or conservative investments when necessary and get back in the market when my indicators signal entry point.
First step is to establish a strategic asset allocation that fits your retirement needs and your risk profile. Second, I determine the asset classes that will likely perform better in the current market cycle. Third, I focus on themes within those asset classes and allocate money accordingly, then, manage your portfolio tactically. I manage the portfolio tactically to make sure market corrections or bear markets do not eliminate market gains.
If you have your investment and retirement accounts at your current broker or at your investment advisor, please call (214) 843 8977 to schedule a free meeting to review your portfolios for a second opinion.