What You Get From Us

Full-service, discretionary money management which includes:

• Review your current portfolio holdings, cost basis, performance and risk characteristics
• Determine your risk tolerance and risk capacity and compare it to your goals
• Develop an appropriate investment strategy including asset allocations
• Articulate future changes in asset allocation and individual securities
• Identify tax consequences and costs (if applicable/available) of making changes
• Coordinate planning with other professionals where appropriate
• Setup new accounts and/or maintain existing accounts/portfolios
• Place all initial and ongoing trades and review for accuracy
• Review strategy/performance proactively on a predetermined schedule, at least annually
• Track/report progress towards goals
• Financial planning strategy
• Prepare long-term financial planning projections