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Initial Client meetings are carefully designed to determine financial goals.
Investment plans are created to meet individual goals.
The investment plan is implemented through a flexible and open architecture to construct a core portfolio of selected asset classes utilizing index funds, ETF’s and institutional mutual funds.
Clients’ accounts are established with a well capitalized and well respected custodian. Currently, most of our clients’ accounts are held with Fidelity Investments and Schwab Institutional.
Ongoing research and access to leading financial economists provides our clients with the most up-to-date solutions to keep their financial goals on track.
Regular client communications are maintained through quarterly portfolio reporting, market overviews and updates. Additionally, consultations by phone or in person can always be arranged.
Fees are based on the size and complexity of the account and range from annual fees of 0.2% to 0.65% of managed assets. There are no hidden fees. We do not sell anything but advice.