We have been actively assisting our clients manage their portfolios for nearly thirty years. Today's post-credit collapse environment is as challenging as ever. Now that the era of easy credit is over so to is the investment concept of "buy and hold". Active management is no longer a luxury for wealthy investors it is a necessity for everyone.
We have designed our services to fit the needs of real investors who are concerned about maintaining their standard of living while at the same time reaching for their long term goals.
Our FEE-ONLY Investment Advisory services include:
What we do NOT do:
The investment portfolios that we assist clients in managing are not held by our firm; rather they are held at un-related third-party brokerage and mutual fund firms such as Charles Schwab & Company and TD Ameritrade. All of our client accounts are held strictly in their own name. At our clients' own discretion we often maintain a Limited Power of Attorney relationship with the client's brokerage firm to facilitate the execution of our services.
*Neither we nor any portfolio manager can guarantee protection against losses of any investment or savings account.
We have designed our services to fit the needs of real investors who are concerned about maintaining their standard of living while at the same time reaching for their long term goals.
Our FEE-ONLY Investment Advisory services include:
- FEE-ONLY asset allocation services for the unique needs of every client.
- Design of an investment program developed to fit the particular goals and comfort levels of each client.
- Monitoring the portfolio continuously on behalf of our client.
- Recommending adjustments to the portfolio as market conditions change.
- On-going client reporting designed to complement the brokerage statements the client automatically receives.
What we do NOT do:
- We do not take custody of our client's money or their accounts.
- We do not interfere with our client's relationship with their brokerage firm.
The investment portfolios that we assist clients in managing are not held by our firm; rather they are held at un-related third-party brokerage and mutual fund firms such as Charles Schwab & Company and TD Ameritrade. All of our client accounts are held strictly in their own name. At our clients' own discretion we often maintain a Limited Power of Attorney relationship with the client's brokerage firm to facilitate the execution of our services.
*Neither we nor any portfolio manager can guarantee protection against losses of any investment or savings account.
