Investment Management

A personalized portfolio built around your goals, managed with discipline, and explained simply.

Managing investments takes time, knowledge, and a steady hand, especially when markets get noisy. Most of my clients would rather spend their time on their careers, families and interests than on watching the markets. 


That's where I come in. I build and manage a portfolio designed around your goals, timeline, and comfort with risk. And I'll always explain what we own and why, so you know what you don't know. 

What's Included

Investment Policy Design

Asset Allocation and Portfolio Construction

Asset Allocation and Portfolio Construction

We start by putting your goals, risk tolerance, and time horizon in writing. This investment policy becomes the roadmap for every decision we make together.

Asset Allocation and Portfolio Construction

Asset Allocation and Portfolio Construction

Asset Allocation and Portfolio Construction

I build a diversified portfolio that fits your investment policy, with attention to costs and taxes along the way.

Ongoing Research and Monitoring

Asset Allocation and Portfolio Construction

Ongoing Research and Monitoring

I continuously research and monitor your investments to make sure they still fit your plan.

Rebalancing

Regular Reviews

Ongoing Research and Monitoring

As markets move, your portfolio can drift from its targets. I rebalance when needed to keep your risk where it belongs.

Regular Reviews

Regular Reviews

Regular Reviews

We'll meet regularly to review your progress, talk through changes in your life, and adjust your plan as needed.

Who This Is For

Investment management is a good fit if you:

  • Don't have the time or desire to manage your own investments
  • Want a clear strategy instead of a collection of accounts
  • Aren't sure what you're paying or what you own
  • Want a fiduciary making recommendations based on your interests

What is a Fiduciary?

Common Questions

Please reach us at mpeck@amicusadvisors.com if you cannot find an answer to your question.

Absolutely. Your portfolio is built around your goals and preferences, and I'll explain my recommendations before we act on them.

We'll schedule regular reviews, typically semi-annually, and you can reach out any time you have a question or your situation changes.

You'll receive regular statements and reports, and we'll review your progress together during our meetings.

Let's Look at Your Portfolio Together

Your free consultation includes a risk and reward assessment of your current investments and a clear picture of what you're paying. 

Schedule Your Free Conultation