Self Directed Portfolio Management

Most investors have a financial services advisor or asset manager who fully manages the investors stock portfolio, the reality is most managers  do not achieve a long term investment return greater than the benchmark. Investors may achieve a much higher rate of return from managing or co-managing a stock portfolio. A self directed approach to investment management does not mean doing it all by yourself, it simply means staying in control of your investments. We are prepared to provide investors with all assistance to manage their own investments. We accomplish this by aligning your investment  growth objectives to our S&P 500 technology sector stock portfolio growth strategy,  we shall monitor the performance of the stock portfolio and provide stock rebalance recommendations, and recommend investment changes when warranted.