The most involved and thorough way that we can engage in your investments is through our managed account services, often referred to as “Strategic Asset Management.”

After meeting to discuss your goals and objectives, we will create a customized portfolio tailored to your investment objectives and time horizon. 

While keeping a watchful eye on the markets, we periodically review our investment selections to ensure they are performing to their peer group(s). We track and score the funds based on criteria such as portfolio management style, 1-year, 3-year and 5-year track records, portfolio management years of experience and expense ratios.

As a part of our account management services, progress meetings will be conducted on an annual basis to ensure your investments are properly aligned with your financial goals and objectives.

The fee for client management services is based of a percentage of the value of the assets under management:

  • $250,000 to $499,999: 1.25%
  • $500,000 to $999,999: 1%
  • $1M - $2.99M: 0.85%
  • $3M +: 0.75%

If you do better, we do better.