Broker Check

Karen Busanovich MBA, CFP®


Investment Management

As your investment partner, I am committed to helping you achieve your financial goals.  After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized investment portfolio based on the tenets of asset allocation and diversification.  Periodic reviews of the portfolio’s composition and performance can help ensure that your assets are positioned to take advantage of market opportunities, while withstanding market volatility.  By rebalancing periodically, I will help you avoid undue shifts in your portfolio that can result in risk outside of your investment objective.