Janice is a trusted Portfolio Manager
to high net worth conservative investors, small businesses, corporations, institutions, estates and foundations. She currently manages a multi-million dollar client base, customizing investment strategies to meet the individual needs for each of her clients.
Janice believes that each investor's needs are different and their strategy must reflect that uniqueness. In addition, she understands that preservation of capital is of paramount concern and can be best obtained with a well structured, diversified portfolio.
The process leading to financial independence usually begins with a complete review of your current and future life objectives. Everyone is different, with individual goals and life expectations. These objectives drive every decision made in regards to managing your wealth.
It is important to develop a customized investment strategy, matching expectations with what is realistic and comfortable for you in terms of risk. Janice often works in collaboration with a wide range of professionals in the legal, accounting and financial planning fields to meet her clients' specific needs and goals.