A personalized mix of stocks, bonds, exchange-traded funds, mutual funds and options are among the tools Lynn Najman uses to design each of her client’s investment portfolios. Whether geared for a family, a couple, an individual or a trust, Lynn establishes goals based on the best interest of each client, building on your understanding of investment strategies and level of risk tolerance. Whether you choose to have her manage your accounts on a discretionary or non-discretionary basis, all fees are clearly noted.

No matter what your level of financial expertise, Lynn’s aim is to engage each client in the process of investing. Beginning with an in-depth, face-to-face interview, Lynn creates an Investment Policy Statement that clearly describes your target asset allocation, your expected annual income, and any other considerations that affect your financial life. She also helps you assess your risk tolerance, so she can build a portfolio that allows you to sleep at night.