Services for You and Your Clients

Here are just some of the ways I can help you better serve your clients:

  • Conduct a complete top to bottom rework of a client’s existing portfolio

  • Create a new custom portfolio for a client

  • Perform a competitive analysis on a prospective client’s existing portfolio

  • Conduct a statistical analysis and written evaluation of a client’s existing portfolio

  • Provide custom reports on a prospective or current client’s portfolio

  • Provide a customized performance evaluation and attribution report on a prospective or current client portfolio

If there are special requests, just ask! My Mission is to help you serve your clients. Some examples may include:

  • ESG - Environmental, Sustainable, Governance

  • Special Needs Beneficiaries

  • Endowments and Foundations

  • Social Goals

  • Sharia Compliant