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Reports A
Good Prognosis
“I’m the Director of a major
regional children’s hospital and am looking to
make the most of my peak earning years. I work hard and
am responsible for hundreds of people.
Could I also handle my investment portfolio?
Yes, I’m sure I could; I’m a smart guy and
it can’t be more complicated than surgery. But
I just don’t have the time -- not with my schedule;
I’d rather have a pro do it. I like Rob because
he’s as good at his specialty as I am at mine.
My career has taken me to jobs in a number
of states, all with different retirement and investment
plans. When I first came to Albany, my investment portfolio
was scattered all over the country and seemed destined
to stay that way. Rob figured out how to get the plans
together in one place and set up a consolidated portfolio
that makes sense for me.
Now I can focus on my job and let Rob focus
on his. He’s a no-nonsense kind of guy who pays
attention to my financial portfolio the same way I pay
attention to my patients and department managers.
Together, Rob and I decided on what would
be best for my overall goals, the balance of risk and
reward that I’m comfortable with, and how much
detail I want to see. His regular written reports keep
me up to date. I’m confident in him and pleased
with the results!”
David Clark, MD
Note: this
is not a testimonial nor a promise of similar results
for you, merely a letter and photo from one of my
clients. R.McK
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About
Us
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Actually, it’s about me, since you and I will be
dealing with each other one-on-one. So, here’s a
larger photo of what I look like working at my desk, plus
details about what I’ve done in the past. But what
I’d really like to focus on is the future and how
I might help you with your investment portfolio.
Experienced With Medical Center Clients
I spent five years at Albany Medical Center as an account representative advising
employees on their 403b plan options. An expert on 403b/401k plans and all
tax-qualified retirement plans, I’m now in private practice, with an
office in Delmar at the corner of 449 Delaware Ave and Borthwick adjacent
to the Bethlehem Library.
I have over 25 years experience in financial services
and provide fee-only investment management advice utilizing
no-load mutual funds. Other comprehensive retirement and
financial planning services are also available. References
from many satisfied clients are available upon request.
ChFC -- Registered Investment
Advisor: What's In A Name?
Please see what a prominent doctor, at left, has to say
about me. And then give me a call and I'lI give you the facts
of my track record.
I'll also be glad to discuss with you the importance of
working with someone like me, who is a Registered Investment
Advisor. For more questions and
answers on these and the following subjects, continue on
to the FAQ page or just give call and
we can discuss your needs.
Compliance
Disclaimer
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Free First Consultation
Unsure of how to get started? If you have
an investment portfolio of at least $100,000, just click here to contact me or give
me a call at (518) 935-2575 and we can meet for an initial
review at no cost to you.
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What's My
Track Record?
As you know, past results are no predictor
of future performance. But my hard work, attention
to clients, and gift for managing their portfolios
has continually produced results that surpass the norm.
Just call or visit and I'll be glad
to give you the facts. Clients Are Pleased
With My Results!
"As I’ve gotten older, I’ve
had to make choices on where to invest my time. For
instance, when I was younger, I enjoyed fixing my cars
myself, but now they are much more complicated, so
I leave that to the mechanic.
Rob is my expert financial mechanic.
He spends all day immersed in what’s happening
on Wall Street and researching corporate reports from
around the world; he knows more about all those financial
and investment details than I could ever hope to."
--D.J., Albany, NY
(name withheld by request)
Note:
this is not a testimonial nor a promise of
similar results for you, merely a letter from
one of my clients. R.McK
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