Our Investment Process
Our Investment Process
➢ Comprehensive financial advisory services with transparent quarterly fees
➢ Comprehensive financial advisory services with transparent quarterly fees
➢ Financial plans implemented with customized investment portfolios
➢ Quarterly performance reports
➢ Retirement account organization with strategies for saving and distribution
➢ Tax smart strategies: asset location, tax swaps, capital gain/loss management
➢ Strategic and Tactical Asset Allocation with rebalancing
➢ Active and Passive investment strategies
➢ Peer performance rankings of cost-effective fund managers
➢ Access to a broad universe of investment products
➢ Fiduciary responsibility to do what is in your best interest
➢ Focus on your long-term goals: not short-term events
Financial planning included in asset management fee*
First $500,000 at 1.25%
Next $500,000 at 1.00%
Next $1 million at 0.90%
Amount above $2 million at 0.75%
Account minimum $400,000 (or $5,000 annual fee)
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.