About


We offer many different investment options. Managed accounts allow flexibility in the areas of asset allocation, strategies and fee structures. Different strategies can be implemented with the managed accounts to include limit loss, absolute return, tax efficiency, conservative, moderate to aggressive growth, just to name a few.

Managed Accounts


1

Challenge

As clients accumulate assets, sometimes they stick with the same strategy and allocation they started with. As time passes and assets grow, the investment strategies need to be refined and diversified. This can be a challenge with using just mutual funds. Shifting assets to managed accounts provides more options for better allocation of funds. Fees can also be adjusted to account for higher levels of accumulated assets.

2

Analysis

We start with the basics – understanding what’s important to our clients. Once we have solid grasp on our client’s values, goals and timeline, we develop a strategy to implement the many different options in the areas of investments choices. With thorough analysis, we make recommendations that we believe will maximize the probability of achieving our clients’ goals.

3

Options

With our planning process, we consider the assets of time, current income and investments. We develop a plan to properly allocate current assets and strategies to pursue future goals.

4

Service

Consistent service with regular reviews of your retirement plan are critical to keeping you on track to meet your retirement goals. Our representatives are happy to meet with our clients on a bi-annual basis and more often if necessary.

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