Passive & Active Investment Management

Investment management that matches your risk tolerance and financial objectives

Passive Investment Management

  • Low Cost ETFs & Mutual Funds
  • Globally Diversified Across Countries & Sectors
  • Periodic Re-balancing
  • Objective to Match Market Returns
  • Core Investment Strategy

Active Investment Management

  • Individual Stocks & Sector ETFs
  • Concentrated Investment Decisions
  • Selection Based on News & Market Changes
  • Additional Volatility in Pursuit of Additional Returns
  • Implemented as an Addition to Passive Investment Portfolio
Ready for Remote Financial Planner to Build Your Customized Portfolio

David Jacoby is a Chartered Financial Analyst (CFA) charterholder. A designation recognized as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.