Service Model
CORE INVESTMENT MANAGEMENT
For our current clients with under $1 million in assets, we offer core investment management services that include:
- Annual review of your goals and objectives during a phone or online meeting
- Custom analysis of your risk tolerance to ensure your investment strategy suits your comfort level
- Regular review of your asset allocation to align with your investment objectives
- Portfolio rebalancing as needed to maintain your desired investment mix
- Clear portfolio performance and tax reporting
- Convenient consolidated online account access
Additional Services at an Additional Fee
In addition to core investment management, we provide the following services:
- Financial plan development: Creating a comprehensive financial plan tailored to your needs
- Financial plan updates: Regularly updating your plan to reflect changes in your circumstances and goals
COMPREHENSIVE WEALTH MANAGEMENT
Our comprehensive wealth management services are designed for clients with $1 million or more in investable assets. This offering includes all Core Investment Management services, plus:
- Annual financial plan updates to ensure it aligns with your evolving goals
- Retirement needs analysis and income distribution strategies
- Assistance with education planning and funding
- Tax planning to minimize liabilities and maximize after-tax returns
- Comprehensive insurance planning and estate planning services
- Regular meetings (up to four per year) to discuss your financial progress and address concerns
- Strategic planning for wealth conservation and charitable gifting strategies
- Reviews of asset titling and beneficiary designations
- Tax-optimized investing and giving
Additional Services at an Additional Fee
- We offer financial plan development for clients seeking a comprehensive and personalized financial roadmap.