Investment management


There is a lot of noise out there when it comes to investing. Countless theories, strategies, and "can't miss opportunities" are more abundant than anyone can really keep track of. 

Turn on CNBC and in a matter of 10 minutes you could hear one "expert" telling you to buy, another "guru" telling you to sell, or even worse, you could hear oversimplified advice on cookie-cutter investing and asset management.


Let's clear one thing up, there is no one-size-fits-all investment strategy floating around. 


It is paramount you truly understand your goals, concerns, and risk tolerance.  Once this is accomplished, you can design and implement a customized strategy that addresses your needs.


Finally, you need to have the patience, discipline, and long-term perspective to see your strategy through.

Investing takes patience, discipline, and a long-term perspective.

Chief investment officer

Investment advice is about educating, empowering, and encouraging clients all along the investment life cycle. Serving as Chief Investment Officer at CFG for the last decade, Alex takes a vested interest in assuring that each client understands their individual tolerance for risk, their unique values and goals, and the various investment options available to them.


Some of these options can include:

  • Buy and hold brokerage accounts,

  • managed mutual fund models,

  • low cost ETF models, or

  • actively managed individual equity portfolios. 

Investing is not about maximizing returns at all cost. Investing is about maximizing returns in light of the values, goals, and appetite for risk of the individual investor. This cannot be done in haste. Sound investing takes patience, discipline, and a long-term perspective.


Alex Leonida


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