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Barbara Stewart

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Portfolio Management

Do you yearn for some financial advice from a real human being? Robo-advisors might be the right tool for some but others prefer a more personal experience when it comes to the management of their portfolios.

I love to talk with people about their lives – the good and the not-so-good. I have been working with many of the same clients for 20 years now and it is my privilege to be their trusted advisor. In my view, money is a metaphor for life and real dialogue leads to better-managed portfolios.

What does it mean to be a good portfolio manager? To me it means:

  • Having a deep understanding of my clients’ values and their dreams for the future.
  • Building portfolios that reflect the objectives of the person behind the portfolio.
  • Making finance accessible – I use plain language and I want everyone to understand what is going on with their money.
  • Getting back to clients right away; and using their preferred methods of communication.
  • Meeting face-to-face at least twice a year; and at their preferred location.
  • Investing with one of the world’s most reputable money managers: www.cumberlandprivate.com
  • Following the CFA Institute Code of Ethics and Standards of Professional Conduct

Nobody can control the markets. But I can control my level of customer service and I can structure investment portfolios that make sense. I am interested in people and their stories.

Call me if you would like to have a conversation about your money.