Evan Theodorou

Background

About Evan Theodorou

I work closely with clients to help them plan and execute their investment strategies. By gaining an understanding of my client's financial needs and aspirations I can help uniquely tailor financial strategies for them. The interests of my clients are paramount and my strong client relationships are based on the principles of transparency, mutual trust, and integrity. I have a passion for the industry and extensive experience in wealth management and investment advisory. I have developed core competencies in domestic and international shares, domestic and international fixed income securities, real estate investment trusts, exchange traded funds, managed funds and derivatives. A particular source of enjoyment is helping to educate younger generations to invest. By developing good investment habits early the power of compounding can start sooner.