Investments & Portfolio
Investment Advisory & Portfolio Management Services
Serving as your trusted avdisor, we are a fully independent firm, which means we act in your best interest— without any pressure to promote a particular strategy or investment product.
Our Fee-based investment advisory services include services such as risk assessment, portfolio development, management, asset allocation, and ongoing monitoring.
Investment Advisory Service Process
- Meet and discuss your personal/family needs, goals, and priorities
- Determine financial objectives, including time horizon, risk tolerance, and asset allocation
- Portfolio construction and management
- Provide objective investment selection
- Recommend portfolio allocation
- Access to a wide universe of investments including individual securities, mutual funds, Electronic Traded Funds (ETF's), alternatives, etc...
- Monitor portfolio and contrast to market conditions
- Rebalance and reallocate account holdings as needed on a discretion
- Monthly reporting and tax reporting
- Regular portfolio review meetings
- Online account access