Greg offers investment advice and portfolio management services. He clears his trades through Charles Schwab & Co. He is licensed to trade stocks, bonds, exchange traded funds, mutual funds, & options. He is focused on investments and making clients money.
Greg does not “cross-sell” insurance, annuities, or real estate. He also does not do estate planning or accounting work. He will refer clients to other professionals he trusts (with no “kick back” arrangements) for those services.
Keeping fees low for his clients and investing for both growth and value (depending on the current market) are his objectives. He is averse to “fee layering.” Therefore, high commission products and products with multi-year surrender fees are avoided.