Advisor Profile

Sarah Anderson

Sarah Anderson

Senior Investment Advisor

4.9
2.5k clients
12 yrs exp.

Performance Overview

Success Rate

87%

Avg. Return

21.5%

Active Clients

180+

Portfolio Performance

Performance Chart

YTD Return

+24.8%

3Y Avg Return

+18.5%

Risk Level

Moderate

About

With over 12 years of experience in investment management and financial advisory, I specialize in creating personalized investment strategies that align with my clients' goals. My approach combines fundamental analysis with macro-economic trends to identify sustainable growth opportunities.

Morgan Stanley (Previous)
MBA, Harvard Business School
CFA Charterholder

Expertise

Stock Analysis Portfolio Management ETFs Risk Management Retirement Planning

Client Reviews

JD

John Doe

2 months ago

5.0

Sarah's insights have been invaluable. Her strategic approach helped me achieve a 25% return on my portfolio last year. Highly recommended!

EM

Emma Mitchell

1 month ago

4.8

Exceptional understanding of market trends and great at explaining complex concepts in simple terms. Very responsive and professional.

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