With an emphasis on minimizing volatility, she employs a globally balanced, globally diversified portfolio.  She invests primarily in ETFs in order to reduce costs and properly diversify.  She will never try to time the market, but will sell if the fundamentals no longer warrant holding the asset class.  She is a CFP and has 15 years of experience at both Merrill Lynch and UBS.

She believes that the most important ingredient to successful investing is consistency of returns, or managing volatility. By removing large swings in the portfolio, investors have a better opportunity to protect and grow wealth. She believes that rather than chasing returns and benchmarks, investors should focus on protecting and growing wealth over time. Her strategy for managing volatility is to... [more +]

She believes that the most important ingredient to successful investing is consistency of returns, or managing volatility. By removing large swings in the portfolio, investors have a better opportunity to protect and grow wealth. She believes that rather than chasing returns and benchmarks, investors should focus on protecting and growing wealth over time. Her strategy for managing volatility is to employ a globally balanced, globally diversified portfolio with an emphasis on risk management, and asset allocation to drive return. [less -]

With 15 years in the financial services industry at two global financial services firms, she has learned how to block out the noise and extract valuable wisdom from her experiences in managing wealth. She spends significant time reading the research of particular research analysts, independent research providers, and also fund and pension managers. In addition, she draws on the collective knowledge... [more +]

With 15 years in the financial services industry at two global financial services firms, she has learned how to block out the noise and extract valuable wisdom from her experiences in managing wealth. She spends significant time reading the research of particular research analysts, independent research providers, and also fund and pension managers. In addition, she draws on the collective knowledge of experienced financial advisors through her unique and ongoing access to the financial advisor community. [less -]

For serious money, Stephanie believes that ETFs are a solid investment vehicle. Stockpicking involves too many factors that are beyond an investor's control, and shareholder actions inside of mutual funds can cause unwanted tax consequences. With an all ETF strategy, investors can access most asset classes across the world with reasonable costs, transparency, and in most cases, tax efficiency. Her... [more +]

For serious money, Stephanie believes that ETFs are a solid investment vehicle. Stockpicking involves too many factors that are beyond an investor's control, and shareholder actions inside of mutual funds can cause unwanted tax consequences. With an all ETF strategy, investors can access most asset classes across the world with reasonable costs, transparency, and in most cases, tax efficiency. Her portfolio will hold between 18 and 25 ETF's. She remains fully invested and conducts a monthly evaluation for tactical opportunities, but typically will rebalance quarterly. Stephanie's holdings can include both passive and active ETF's. [less -]

She believes in being fully invested through all market cycles and will never try to time" markets. She will minimize, or potentially sell an asset class out of the portfolio if the fundamentals no longer warrant holding the asset class. She advocates reinvesting dividends and interest monthly (if not automatically) into the under-performing asset classes, and also encourages investors to add money... [more +]

She believes in being fully invested through all market cycles and will never try to time" markets. She will minimize, or potentially sell an asset class out of the portfolio if the fundamentals no longer warrant holding the asset class. She advocates reinvesting dividends and interest monthly (if not automatically) into the under-performing asset classes, and also encourages investors to add money to their portfolios on a systematic basis. Both of these strategies can help cushion downside risk. [less -]

On occasion, she will take an opportunistic approach and build satellite positions around special situations to take advantage of valid themes or trends.