Investment Management services remove the stress you may feel from making investment decisions while providing you with professional investment management and complete access to your investment accounts.

We first work with you to assess your appetite for investment risk. No investor wants to lay awake in bed at night worrying about what the stock market might do tomorrow. Aligning your retirement goals to your willingness to accept risk can bring peace of mind.

Our investment approach is to identify low-cost, index funds or ETFs for investment portfolios. Financial markets are extremely difficult to predict. We help investors control what they can--such as investment fees and poor behavioral decisions--and leave stock picking and market guessing out of the equation.

We partner with Betterment and TD Ameritrade for investment management solutions.

Investment Management services are available to individuals and families who want professional management but who may not be interested in or do not qualify for comprehensive financial planning.

SERVICES INCLUDE

• Discuss your investment goals

• Determine and analyze your tolerance for investment risk

• Help determine your asset allocation, and adjust as needed

• Regular portfolio rebalancing and tax-loss harvesting (if applicable)

• Annual portfolio review to monitor performance and answer questions

• Unlimited direct access to us via phone or email to discuss your investment portfolio

PRICE

Households whose investable assets with our firm fall under $1 million pay an annual fee of 1.25 percent.
Households whose investable assets with our firm are over $1 million pay an annual fee of 0.75 percent.

3rd party commission or management fees may also apply.