INDIVIDUAL INVESTORS
Stephanie currently licenses her investment portfolio to Covestor Investment Management. Covestor is a new media investment firm with an innovative platform which allows investors to “subscribe” to model managers.
STEPHANIE’S INVESTMENT PORTFOLIO SUMMARY
- Strategic and tactical asset allocation with an emphasis on minimizing volatility
- Utilizes background in economic theory to identify macro and sector themes and trends
- Gathers research from personal network of selective research analysts, portfolio managers and high-quality investment publications
- Globally balanced portfolio is invested in ETFs in order to diversify at a reasonable cost
- Focuses on risk-adjusted performance
- 15 years of asset management experience with two global financial firms and holds the professional CFP® designation
