Investment Management

PROFESSIONAL INVESTMENT MANAGEMENT

From a Certified Financial Planner®

Investment Management

Full service investment and account management services.  We determine the best strategy based on your entire portfolio, timeline, risk tolerance, and financial goals.

We provide an investment recommendation and work with you to implement and monitor your investment.

Services Include

  • time horizon & risk tolerance analysis
  • account establishment
  • contribution & distribution planning and transactions
  • asset allocation/diversification
  • non qualified transaction tax analysis
  • tax-managed investments (as needed)

***For clients with solely portfolio management needs.  Does not provide comprehensive financial planning services.

Assets Pricing** Annual Meetings Additional Financial Planning Services***
<$250k* 1% + $100 monthly 1 0
$250k-$750k 1% 2 1 hour per quarter/4 hours annually
$750k-$1.5M 0.90% 4 includes ongoing comprehensive financial planning services
$1.5M+ 0.80% 4 includes ongoing comprehensive financial planning services

* accounts less than $250,000 taken on a case-by-case basis

**Pricing listed are advisor management fees, and do not include fund expenses

***hours of financial planning services included, additional financial planning services charged at an hourly rate

Not what you're looking for?

Here is the complete list of our services.

Financial Discipline. Freedom.

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