During times of volatility and uncertainty, it may be comforting to sit on the sidelines with your money in a safer place. But, if you wait for a period of extended calm before venturing out again, you may miss out on times of market recovery and lost opportunities can start to add up.
Paul Brown offers professional money management through various third-party money managers. One of his strategic alliances is with Gradient Investments, LLC, an independent, privately owned, fee-only, SEC registered investment advisor. Gradient Investments implements a team-oriented approach to investment management and has a client-focused culture that is fundamental to the investment process.
Paul Brown understands that no two investors are alike. And, in order to help each client pursue their financial goals, he works with third-party money managers to create a customized tailored investment strategy based on their long-term investment goals that could include preserving principal, maximizing income or accumulating capital.
Portfolio strategies incorporate several investment management philosophies:
- Asset Allocation
- Fixed Income