Fixed Income Specialist
Boca Raton, FL
firstname.lastname@example.org | 561-620-2167
”Individual investors should align their investments with their financial goals and life objectives.”
Eric’s investment process is highly transparent and focuses on the more traditional sectors of the fixed income market. For the conservative investor, Eric selects municipal bonds from the upper bands of the quality spectrum in order to fulfill the dual mandates of preservation of capital and maximization of income. Clients’ portfolios are diversified among states, sectors and maturities in order to mitigate risk.
As your partner, Eric develops designing strategies and customized solutions that are well-suited to meet his clients’ needs. He believes that quality investment management is based on a long-term relationship, which is why earning and deserving your trust over the long haul is a top priority.
Eric holds a Series 7 and 63 license. He received his economics degree from the State University of New York College at Oneonta. A native New Yorker, Eric moved to south Florida in 2003. He currently resides in Boca Raton, Florida, with his wife Amy and their twin daughters, Samantha and Sophia.
An avid runner and finisher of seven marathons, Eric’s financial and running philosophy simply stated is: “Slow and steady wins the race.”