We manage investments with the clients’ best interest as the priority. Investments are goal focused and we prefer to bench mark against client goals, as opposed to a market index. We diversify across traditional and non-traditional asset classes, rebalance as needed, while minimizing costs and downside risk. The investment program is overseen by multiple levels of professionals, including your advisor. Our research and market analysis enable us to select a mix of money managers to encompass many classes and styles. We continually monitor each manager to ensure that the diversification of your portfolio is supported with the most qualified professionals available.
We make sure our client’s portfolios are set to fund their goals and are tax efficient. Our fees are either a % of the assets we manage or a flat monthly fee and vary based on the size of the portfolio.
Determine risk tolerance, goals and objective
Determine appropriate asset allocation
Monitor and Review
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