Customized portfolios to meet the individual needs of our clients.
Examples would include:
A choice of a standardized portfolios that are indexed to one of three proprietary indices.
Clients are assigned to one of the following three strategies based on their individual level of risk tolerance.
All reporting on portfolio performance is done relative to the benchmark index. This enables the client to monitor the advisor effectively.
The custodian for client assets is Charles Schwab & Co.
This provides our clients with industry leading:
Clients receive our monthly newsletter, Where We Stand and comprehensive quarterly performance updates.
Opening accounts, depositing and withdrawing funds and terminating the advisory relationship is done with ease. There are no restrictions.
The advisor receives a management fee, that reduces as assets under management grow. Our fees are at the lower end of industry norms. The advisor does not earn brokerage commissions or performance fees.