Investment Advisory

Investment Advisory

There are never any commissions or proprietary products involved in your investment portfolio. As investment advisors we work in a "fee based" capacity, always putting your interests first. In this aspect of our relationship, services include portfolio design, implementation, and monitoring.

Investment Advisory Services Offered

  • “Fee based” investment advisors (accepting no commissions or use of proprietary products regarding clients’ investment portfolios)
  • Understand and continually review your personal/family needs, goals, and beliefs
  • Determine financial objectives, time horizon, risk tolerance, and asset allocation
  • Construct the appropriate investment selection suitable for your long- and short-term goals
  • Customized risk profile matched with the corresponding level of volatility
  • Portfolio construction and active portfolio management
  • Determine appropriate rebalancing and reallocation methodology for your portfolio
  • Monthly reporting and tax reporting
  • Regular portfolio review meeting
  • Online account access
  • Coordinate transition of pre-existing accounts