Customized Portfolio for your Investments

I can help you invest your wealth through either active or passive investment management. I provide highly customized portfolio management that is tailored to your risk tolerance, goals, and values. I DO NOT invest in model portfolios that in my opinion are over-diversified, not customized to the client, and pay no attention to value.

I design customized strategic asset allocations based on each of my clients specific needs.  Your portfolio will be customized to meet your individual needs. I do not chase market returns and stocks but rather take a disciplined, long-term, and individualized approach to investing with a strong emphasis on risk management. I believe the heart of successful investment management is the preservation and steady growth of capital.

I put your interests first and serve as a fiduciary for my clients 

I will take the time to understand your particular circumstances, goals, and aspirations. Even though this is a passive strategy, I will strive to deliver excellent investment results, service, and risk management.  I will listen to your needs, and then develop a personalized plan and investment strategy that is based on your unique financial situation. I work hard to earn your trust as an adviser by creating investment solutions that address your evolving financial goals. I have a thorough understanding of legislative issues, best practices, and the role of a fiduciary.

My approach to managing client assets is rooted in the following core strengths:

My Client’s Experience

My client’s experience is only one kind of relationship—the kind based on deep understanding and mutual respect. I strive to be accessible, proactive, and transparent with all my communications.

If you would like to know more about how my low-cost asset allocation approach can support your investment goals, feel free to send an email to mitch@cgfadvisor.com or schedule a meeting.

If you prefer a more active management with the goal to increase risk-adjusted returns, you can click here to learn more.

If you would like to know more about how my investment strategies can support your investment goals, feel free to send an email to mitch@cgfadvisor.com or schedule a meeting.

Investing involves risk and investors may incur a profit or a loss.