For those of our clients who already have considerable assets to their name, wealth management is the process by which we help you sustain your wealth through a combination of investment consulting and advanced planning with a team of reputable professionals. We focus on the aspects of life you can control and we will go in-depth with you through an interview process where we learn what you value, those who are most important to you and how we can help you pursue your goals. From there, we identify the most tax-efficient strategies for investing, charitable giving, and legacy planning.
As innovative wealth strategists, our advanced planning techniques are designed to help take the uncertainty out of life's unforeseen events, so you can feel confident knowing we have planned for multiple outcomes and scenarios.
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 (SAM). After meeting to discuss your goals and objectives, we will create a customized portfolio tailored to address your investment objectives, risk tolerance, 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 screen the funds we use 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, and we will rebalance your investments accordingly.
The fee for client management services is based of a percentage of the value of assets under our management:
As you do better, we do better.