Does Managing Your Investments Give You Anxiety?

Let us do the work for you.

Advisor reviewing investment performance

A Proven Disciplined Process to Grow and Preserve Your Wealth

When it comes to your investments, it’s imperative to work with a knowledgeable portfolio manager you can trust. To this point, understanding how to manage investments during a time of uncertainty is crucial to preserving and growing your wealth for the long term.

Indeed, selecting a financial advisor experienced in providing investment guidance during rising and falling economic cycles is essential to achieving and maintaining your financial independence. What’s more, you’ll likely want to work with a professional who follows a disciplined investment process and has a plan for managing market volatility, tax consequences, and your cash flow needs.

What's Included in Our Investment Management Services?

If managing your investments provokes feelings of anxiety, our investment management services can offer you peace of mind, especially during times of heightened economic and market uncertainty.

We offer the following investment management services to clients of our wealth management firm:

Financial planning services

Full-service investment management aligned with your financial plan

Risk tolerance profiling

Disciplined, systematic approach to asset allocation

Low-cost, highly ranked investments suitable to your financial goals and objectives

Employer stock diversification

Retirement account rollovers

Managing market volatility

Is Our Investment Management Service Right for You?

You value professional portfolio management services offering competitive AUM-based pricing

You value a disciplined long-term investment strategy more than chasing short-term market trends

You want to work with a fiduciary who has your best interests in mind

You no longer have the time nor inclination to manage investments on your own

Market volatility is leaving you feeling uncertain about the right investment strategy

Managing a large savings is causing your anxiety and you want to ensure that your money will last throughout retirement

How Much Does Our Investment Management Service Cost?

The cost for our Investment Management Service starts at 1.25% and declines to 0.40% on Assets Under Management (AUM) as the value of your portfolio rises.

FINANCIAL PLANNING
Comprehensive Financial Plan (flat fee)	Starting at $3,000
Ongoing Financial Advising	Starting at $3,000
INVESTMENT MANAGEMENT
Assets Under Management	Annualized Cost
$0 to $250,000	1.25%
250,001 to $500,000	1.15%
$500,001 to $1,000,000	1.00%
$1,000,001 to $2,500,000	0.85%
$2,500,001 to $5,000,000	0.65%
Over $5,000,000	0.40%

Are We a Fit? Schedule Your No Obligation 30-Minute Introductory Meeting to Find Out.

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