Our professionals provide discretionary fee-only investment management for individuals, corporations and non-profit organizations. The investment team tailors portfolios to meet client needs by implementing customized and diversified investment strategies.
Investment Management Services:
We provide risk analysis, portfolio modeling, security selection, portfolio reporting (aggregated for all custodians) and periodic portfolio consultation for all of our clients.
Additional Client Services:
Separate account management (for access to other institutional investment management), financial planning, and assisting clients in understanding their complex trust and estate planning issues.
Services for Professionals:
Portfolio reporting for professionals with clients whose assets we manage. This service enables our clients, as well as their CPAs, Attorneys, and Trustees to view consolidated client reports of all of their assets from all of their custodians. This service provides a solution to the professional who desires to view their clients’ assets or generate realized gain/loss reports on a consolidated platform.