Investment Advisory
Our approach is to design an overall investment plan that meets your objectives. Whether your primary investments are inside your company’s retirement plan or held in personal IRAs or taxable accounts, we understand that your goals are unique to you. Our comprehensive services keep your goals in mind.
Our services include –
- Fund Selection
- Portfolio Design
- Asset Allocation
Our goal is simple. We provide you with –
- Quality and comprehensive portfolio management services
- Ongoing consultation and communication
- Continual monitoring of the funds
- Quarterly written investment performance feedback
Since we are independent of any particular family of funds, we able to –
- Choose among all fund families
- Utilize only no-load, no-transaction fee mutual funds, enabling us to cross fund families at no charge to you
We offer various lifestyle portfolios ranging from Conservative to Very Aggressive. We meet with you to determine which portfolio meets your current and long-term objectives, based on your –
- Time horizon
- Risk tolerance level
- Return expectations
- Cash flow requirements