Integration Is An Asset
We take a comprehensive approach to wealth management. Examining every aspect of your fiscal world, we identify potential threats and opportunities to maximize the potential growth of your portfolio.
Investment Consultant Model
100% of our investment revenue comes from asset-based consulting fees. We do not receive commissions, soft dollar arrangements, 12B(1) fees, or any other consideration from any product we use. Simply put, our success and growth depends solely on yours – and for that reason, you can be assured that you will always get our best.
- Extensive industry knowledge
- Thorough and comprehensive research
- Strategic interim and quarterly rebalancing
- Ability to provide access to many institutional mutual funds and managers
- Our clients have access to certain closed mutual funds
- No custodian fee options are available
- Necessary information and insight for prudent, educated decisions
You get the greatest value when we oversee your entire portfolio.
Our fees are calculated as a percentage of your investment assets and are billed on a quarterly basis. Your fee will include:
- Investment education session
- Quarterly report and analysis generation
- Quarterly report review sessions
- Investment policy reviews and updates
- Investment coordination and implementation
- Ongoing monitoring of each of your investment accounts and overall portfolio