As a licensed Portfolio Manager and Senior Investment Advisor, I offer portfolio management services on a discretionary and non-discretionary basis to a clientele looking for an intelligent, well researched, personalized and diligent approach to money management. By avoiding complex pre-packaged investment products with layers of opaque embedded fees, I gain a better understanding of the risk and
opportunities in my clients' portfolios, I can structure portfolios as tax-efficiently as possible for each individual client's own situation, and I can charge a fair and transparent fee. For an overview of my investment approach and philosophy as well as the pricing structure for my services, visit my website at www.annedesgagnes.com
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