With over 25 years’ experience in the financial services industry, Kurt has been designated by UBS as a Portfolio Manager for our discretionary portfolio management program referred to as PMP. As part of our financial planning focused practice, we utilize a variety of portfolio management programs with a focus on discretionary management of client portfolios. As part of our PMP focused Advisory practice, Kurt directs our team's asset allocation and portfolio management with a unique stop-loss limit order hedging strategy. Our actively managed balanced portfolios are specifically customized for each client and account type related to their risk tolerance, investment objectives and financial planning goals.
As a Chartered Retirement Planning Counselor, Kurt works with our Small Business Owner clients to implement qualified retirement plans that are most appropriate for the life cycle of their business'. In addition, Kurt draws on his professional background in Architecture [B. Arch, CPSLO] and Real Estate Development [MRED, USC] to assist our clients in evaluating and considering their real estate holdings as part of their overall portfolios
Registered States:
AZ, CA, FL, IL, MA, NE, WA