Our approach to asset management is distinctive. We offer you two options so that you have flexibility and can be confident in the management of your portfolio.
Option 1: We not only plan your financial future but manage it as well. We work with you to develop an investment strategy that allocates your assets in a way that matches your financial plan, tolerance for risk and current priorities. Then we design and monitor your portfolio, reporting to you frequently.
Option 2: After we complete your financial plan, you continue to manage your own investments. We remain available for general counsel and advice but do not oversee your investment portfolio.