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Investment Management

Your investment strategy is vital to reaching your goals as efficiently as possible. We develop tailored portfolios that align with your individual goals and values. As an independent firm, we are free to choose the best investments available for your portfolio. We are not bound to one product, service or solution, allowing us to truly find the best solution for you. Below are some of the investment services we offer:

Account Creation 

We can create all the necessary accounts you need to reach your goals. Some of the accounts we can create for you include, but are not limited to:

  • Personal Retirement Accounts: IRAs (Traditional and Roth)
  • Company Retirement Accounts: SIMPLE and SEP IRAs, 401(k)s
  • Brokerage Accounts (Individual, Joint, Custodial)
  • Trust Accounts
  • College Savings Accounts: 529 Plans, Coverdell Education Savings Accounts

Asset Management

We believe that every client's portfolio should reflect their individual goals. We tailor your portfolio to match your goals and risk tolerance. We seek to maximize efficiency and minimize costs to help you reach your goals faster.

Rebalancing

We make sure that your investments remain in line with the allocation that we have developed.

Tax Efficiency

We seek to structure and manage your investments in the most tax efficient way possible. 

Education

We want you to understand your investments. As your personal CFO, we want to equip you with the knowledge and resources to understand your investments and empower you to make better decisions.

Regular Reviews

We will get together with you on a regular basis to go over your portfolio to ensure that the investments are still in line with your goals, time horizon, liquidity needs, and risk tolerance. We will make any adjustments needed after life changes or situation changes.

Online Account Access

You will have online access to all of your accounts. If you have multiple accounts, we will give you a consolidated view so you can see all of your accounts in one place.

Account Coordination

We will coordinate your investments with any investments held elsewhere (i.e. your employer retirement plan, real estate, etc.) to ensure that you are properly allocated across all your investments.

Exceptional Service

Feel free to reach out with any questions or concerns that you may have, or if you need to schedule a review outside of our regular reviews.

Consulting Services

We are available to consult on your assets held outside of our firm. You may want us to select an investment allocation for your 401(k) at your work, or walk through your pension plan. We have a high level of experience with all types of assets and retirement plans. 

Interested in our investment management services?

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