Investment Management
Experience the Kind of Financial Relationship That is Right for You
We help you construct and manage a portfolio that is customized to address your own personalized needs.
What Your Relationship Covers
Local, ongoing and comprehensive investment advice, customized around your own unique financial needs.
- Customized Investment Plan with NO sales charge or loads
- Access to thousands of well known Investment Managers and Index Funds
- Quarterly Performance Reports
- Portfolio Analysis and Optimization
- Retirement, Estate and Tax Planning Strategies
- Inter-generational Wealth Transfer
- Customized Client Reviews
- Income Planning
Our Process
- Establish and define the client-advisor relationship
- Data gathering and goal setting
- Analyze and evaluate your financial status
- Develop and presentation of recommendations
- Implementation of recommendations
- Monitor progress and adjust recommendations as needed
Being independent means we work for you and only you! You will have access to industry wide resources, allowing free choice of investment options and customization. We partner with you to develop, implement, and monitor a comprehensive investment plan, designed to help you pursue your own unique financial goals.
"Having access to professional, customized services is now achievable on a level playing field".