With You... Through Your Financial Journey


Investment Management

A distinguishing aspect of working with Anneliese is that she does not work with proprietary investments and therefore does not have a vested interest in recommending a particular investment. Working as a Registered Representative of Cambridge Investment Research, Inc. and Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., Anneliese has access to the resources and expertise of nationally known, highly skilled investment professionals who are committed to a thorough and disciplined investment process. This allows her to select from diversified asset portfolios that will meet client needs and goals.

There are various programs offered to individuals and families to assist in managing investment assets.

Retail Investments:
Based on your time horizon, risk tolerance, and goals, Anneliese will recommend an appropriate investment. These are generally fixed income products, REITS, annuities, and or mutual funds. These are commissioned products and do not involve a fee.

Asset Management:
This is a fee based program that uses partnerships with highly skilled investment professionals who are committed to a thorough and disciplined investment process. A diversified set of asset portfolios is offered so as to meet clients' needs and goals. As part of the investment process Anneliese will analyze your current financial situation, recommend an investment strategy using a strategic or tactical approach, monitor portfolio performance, ensure regular rebalancing of the portfolio, review periodically your financial goals and recommend changes if warranted. She will meet with you annually, or communicate with you periodically based on mutual agreement. During these meetings she will show you the return of your portfolio as a whole, and the return of each individual investment. Anneliese will explain the strategy and discuss the results. She will let you know what changes are being contemplated and the reasons.

As the client, you will feel comfortable knowing that 'your financial planner' will work with you and for you!

If you are one of the many people looking for an investment professional to manage your portfolio, Anneliese welcomes your inquiries.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. D'Souza Financial Strategies and Cambridge are not affiliated.

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