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Services & Fees

Investment Advisory Services

Our clients benefit from a sound, prudent, and customized investment strategy utilizing a mix of fixed income and equity exposure in their portfolio.

We believe conventional investment wisdom can often deliver unexpected and unwanted consequences. We develop your allocation based on a myriad of factors including savings capacity, existing investment wealth, and your investment temperament. Among a host of other tools, we use Riskalyze to assess your risk tolerance and refine your portfolio as a part of our customized process.

FIXED INCOME SECURITIES

From %
$0 - $1,000,000
0.25%
$1,000,001 & Over
0.15%


EQUITY MUTUAL FUNDS (all Funds other than Fixed Income Securities)

From%
$0 - $500,0000.85%
$500,001 - $1,000,000
0.70%
$1,000,001 & Over0.60%
       


A Balanced Strategy

Incorporating a mix of fixed investments and multi-asset class mutual fund investments in your portfolio can generate strong returns over the long-term with the potential for lower volatility. A multi-asset class portfolio, in our view, is preferable to a “one size fits all” approach.

Research

Research is at the core of our investment service. We continually evaluate, review, and monitor our current and prospective investment ideas. We employ a variety of techniques including quantitative and qualitative methods throughout all phases of our investment review.

Ongoing Review and Reporting

The initial construction of a client’s portfolio is just the beginning. When developments occur that affect your portfolio, we advise you of any suggested changes along with our rationale. We provide regular updates to our analyses, portfolio summaries and detailed investment reporting via our secure, dynamic client portal.