How We Work for You

Our investment process begins by listening to you. We provide guidance and solutions based on a thorough understanding of your existing portfolio, personal circumstances, preferences, worldview, and risk/return objectives.

Our investment professionals work hard to help you to craft a personalized, high-performance portfolio of readily marketable assets, including stocks, bonds, options, and low-cost exchange-traded funds (ETFs).

We avoid illiquid and difficult to value alternative investments. And we don’t outsource the management of your portfolio to a third-party.

We manage your portfolio for tax-efficiency. Because it’s not your pre-tax returns that matter most, it’s what you keep after-tax.

Dedicated to your investing success, we provide ongoing monitoring and communications, making recommendations and changes as appropriate, and keeping you up-to-date and well informed.

Successful Portfolios is an authorized independent advisor at Charles Schwab, TD Ameritrade, and Interactive Brokers, ensuring safe and secure separate administration of your account. We’d be delighted to help you chose the right broker best suited for your needs.

We’re a  fee-only, fiduciary advisor. You’re not paying us commissions, and we don’t pitch products. Our mission is your success. When you succeed, we succeed.

Take the FinaMetrica Risk Tolerance Quiz

Successful Portfolios is pleased to provide you with a free online assessment of your personal risk tolerance. Powered by the award-winning, internationally recognized FinaMetrica Risk Profiling System, access to this unique tool costs $45 elsewhere! Discover your risk lolerance. Make smarter investments.

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