Asset Mannagement Highlights
Their investment approach is a consultative one and includes the following tenets:
Portfolio diversification* is central to our philosophy
A successful investment relationship is a collaborative process-our clients are well informed about their options and are an integral part of the process
Over time higher fund expenses and tax “leakage” have a dramatic affect on portfolio return
We are process, not product, driven
Each investor is different and there are no “one size fits all” portfolios-risk tolerance, time horizon and personal circumstances dictate what is appropriate
No single advisor can know everything about every investment option-we rely on a team of professionals, both in-house and nationally, to provide insight on different topics.
CANE Experts
Highlighting a CANE team member that excels at Asset Management:
Steve Mayhew, CFA, CPA, CFP®
Senior Vice President and Chief Investment Officer
Shashi Mehrotra, CFA
Senior Vice President and Chief Investment Strategist
Brian Moran
Vice President of Trading Fixed Income Portfolio Manager
Let’s talk about Asset Mannagement
We’re looking forward to talking
Need help with your asset mannagement? CANE can help.
Connect with CANE
Get in touch. Anytime.
Protect your financial interests by having your planning needs met.
