Getting to Know You
Goals
What Are You Working Toward?
Timeline
When Will You Need Your Money?
Risk
What Are You Comfortable With?
Have Questions About Becoming a Client?
The first step is simply a conversation.
Understanding Your Needs
I began working in the trust department of a large regional bank in 1990. While working there, I also earned my M.B.A. from the University of Connecticut, graduating in 1996. Following my graduation, I worked in the trust department of other large regional banks. In 2014 I founded BE Investment Management to meet the investment needs of clients who want personal attention and individual portfolios.
Before developing an investment strategy, I want to understand what you need from your investments.
The better I understand your circumstances, the better I can determine how your portfolio should be structured and managed.
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Investment Goals
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Time Horizon
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Current Investments
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Risk Tolerance
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Income Needs
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Personal Circumstances
The Client Process
The Relationship Continues
Your needs may change over time.
Retirement, employment changes, family circumstances, income requirements, charitable goals, or other events can all affect what you need from your investments.
Regular communication allows those changes to remain part of the investment-management process.
Ready to Start the Conversation?
Every investment relationship begins with understanding your goals, timeline, risk tolerance, and what you want your investments to accomplish.
If you are considering working with an investment manager, I would be happy to learn more about your needs and answer any questions you may have.