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Investment Management

As an independent wealth management firm, we are not tied to an in-house investment team to manage every portfolio. We make recommendations on how to best implement investment strategies based upon the goals, risk tolerance, legacy positions, tax efficiency and values of each client.

Investment management is for those who seek professional expertise and support to align their investment strategies with their financial goals, free up valuable personal time, and be in partnership with a trusted advisor.


Services:

Investment goals
Risk tolerance understanding
Investment strategy
Investment research and analysis
Investment manager selection

Income planning
Tax efficient planning
Financial decision discussions
Educational planning

Personalized management and communication through in-person meetings, video conferencing, phone calls and email.

Advisor Fee Schedule:

$100,000 to $750,000:         1.0%
$750,000 to $3,000,000:             0.75%
Amounts above $3 million:              0.55%

Investment management fees vary with platform and investment structure.