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.