Stocks & Bonds Growth Plan

I’m looking for a seasoned finance advisor who can build a clear, actionable investment plan centred on stocks and bonds. My objective is long-term growth rather than quick wins, so I need a portfolio that can weather market cycles while steadily compounding over the years.

Here’s what I expect:
• A written allocation strategy that balances equities and fixed-income instruments in line with my risk tolerance and timeline.
• Specific guidance on choosing individual stocks, bond types, or low-cost ETFs that track core indices.
• A rebalancing framework—how often to adjust weights and the signals that should trigger those moves.
• Practical tax-efficient tactics (e.g., where to hold which asset class, tax-loss harvesting opportunities).
• A milestone schedule for reviewing performance and refining the plan as market conditions change.

If you have a proven record of designing long-term growth portfolios using modern portfolio theory, factor investing, or similar evidence-based approaches, I’d love to see a sample of your work or references from previous clients.