What We Do
Investment Management is a critical element in your financial success and an integral part of the Wealth Management service. When managing your investments, we can provide you access to tax-efficient, low cost funds that are unavailable to the general public. They charge low fees and involve very less / no commissions. More of your money goes to work for you.
Investment Management includes:
Development of an investment policy statement.
Recommendation of an appropriate asset allocation for your risk tolerance and time horizon.
Recommendation of specific investments for your accounts.
Assisting in the transfer of your accounts to a consolidated portfolio.
Purchase and sale of investments as needed and as agreed upon by you.
Monitoring of your portfolio on a regular basis.
Preparation of year-end tax statements for taxable accounts as needed.
Rebalancing your portfolio to remain consistent with your asset allocation.
Discussion of relevant investment issues as needed or as requested by you.
Provision of the professional discipline needed during difficult market conditions.