George Otto

Let us help you grow more than wealth

What I provide

I provide specific investment guidance that tailors current market conditions to a client’s goals and needs. My recommendations consider the risk tolerance of clients and match them with the proper investment choices that will move them to their goal whether that goal be capital appreciation, income or both. Before implementing any investment strategy, I take into consideration the overall outlook for the economy as well as the current stage of the market cycle in order to minimize timing and valuation errors.

In summary, it's my job to help you define your goals, measure the risk you're taking, and monitor your performance.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, contact me.