Stand-Alone Asset Management
While most of our services consist of financial planning combined with asset management, we also offer stand-alone asset management services for those who only interested in having their investments managed by us. For us, asset management means getting to know your future needs for the money you have invested with us and understanding what type of risks you are willing to tolerate based on both your personal and financial history. It means learning what type of investments you’re comfortable owning and what investments allow you to sleep well at night.
It also means creating a customized portfolio designed to meet your needs, subject to your individual limitations, and continuously monitoring your portfolio in order to make the necessary changes in the most tax-efficient manner to reflect changing market conditions.
How We Help You
We take the time to get to know you, to understand your personal goals and address your concerns. We ask what your intended use is for the money we are investing on your behalf and design a customized portfolio that will allow you to meet those needs while seeking to obtain the highest return subject to your risk tolerance.
Guidance & Optimization
More than just constructing an investment portfolio, we also take time to explain the process to you and ensure that you understand every move that is being made with your money. We monitor the financial markets daily, review your investment portfolio, and optimize it for continued optimal success.
Our fees are based on the average monthly account balance as follows:
Under $1 million* 1% per year
$1 million to $10 million 0.75% per year
Over $10 million 0.50% per year
*A minimum fee of $2,000 is charged if the average monthly balance throughout the year is less than $100,000