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.