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.
  • The next step in simplifying your increasing complex life

    Financial Planning is about more than money. It helps you fulfill your ambitions – whatever they may be.

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