Chief Investment Officer
CurrentE & H takes a holistic approach to estate planning. We evaluate our investors needs in terms of legal documentation and insurance so as to insure their estates are properly protected. Next we create a customized portfolio based on their stated preferences. Typically the core of this portfolio is a carefully selected group of equity and fixed income ETFs and mutual funds. Onto this portfolio we add individual stocks that our analysts believe will enhance the overall performance of the portfolio. To meet the needs of our clients who are looking for current income a portion of the portfolio is devoted to high dividend paying stocks and the selling of both covered calls and puts options on selected stocks. The final portion of the portfolio is invested in real assets. At E & H I oversee all of these areas.
