Portfolio Architect

Personal Consulting Service

architectMany investors are not pleased with how their investments are performing or organized but don’t know where to turn for help and independent, high quality, experienced advice?
Many financial advisors use meetings to try to sell specific products like annuities. Fee-based advisors are unlikely to spend much precious time analyzing your portfolio and carefully thinking through your situation until you move your money over for them to manage.
Recognizing the need for independent, professional and experienced advice, Carl Delfeld offers intensive and personal advice through his Portfolio Architect consulting service.
Carl will meet with you personally for a full day to learn about where your money is now and then intensively discuss your concerns, goals, risk profile, investment experience so you can get organized and prepared for market uncertainty and opportunities. Perhaps you would also like to learn more about two of Carl’s specialties: international opportunities and using exchange-traded funds (ETFs) effectively.
Based on this day of discussion, Carl will then prepare a portfolio plan with specific portfolio recommendations using the investment tools of your choice but in most cases using ETFs as your core investment tool helps bring focus and simplicity to your financial affairs. ETFs can also be easily blended with active equity management strategies.
After you have had an opportunity to review Carl’s proposed plan, a phone consultation will be scheduled to gain your feedback and make any necessary adjustments. At this point, you are free to implement the plan on your own or through your existing advisors. You may also wish to consider Chartwell or its partners, New England Research & Management or Global Trends Management to help you execute parts of your portfolio plan.
The price of this intensive personal portfolio service is $5,000. Overseas clients need to cover Carl’s travel expenses.
For more information and to schedule a consultation, please call Carl Delfeld toll free at 877.202.4939.

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About Carl Delfeld
Carl Delfeld is an investment advisor, global investment strategist and Forbes columnist. Carl was an ETF specialist with UBS, an international economist with the U.S. Congress, a consultant to the U.S. Treasury on investing in Asia, a Vice President with Robert W. Baird & Company covering Tokyo, Hong Kong and Sydney, was based in London with Bank of America and represented the U.S. on the Board of Directors of the Asian Development Bank. He is a graduate of the Fletcher School of Law & Diplomacy and studied at Harvard University and Sophia University in Japan. He is the author of The New Global ETF Investor and ETF Investing Around the World.