Money Management

Sometimes, clients are only looking for investment management. Our services in this program are limited to portfolio design, implementation, and monitoring. 

Here is what you get with the investment management service:

  • Portfolio development
  • Portfolio management
  • Asset allocation
  • Personal attention and ongoing monitoring of your investments
  • Quarterly updates
  • Face-to-face meeting at a minimum of once per year
  • Address issues relating to investment account
  • Advisor fee for assets under management for above services. Fees vary depending on the type of assets, amount, and other considerations.