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