Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Investment Advisory Services for portfolios of all sizes

Interested in investing but don't have the time or desire to do it yourself?

If so, we offer a comprehensive investment management solution for those seeking professional knowledge, expertise and support in aligning their investment strategy with their financial goals.

You will receive ongoing guidance and service, which can include:

  • Investment Goals
  • Risk Tolerance & Capacity
  • Investment Strategy
  • Research & Analysis
  • Investment Selection
  • Asset Allocation
  • Daily Monitoring
  • Periodic Management & Rebalancing

Your own professional investor, on retainer.

We create, implement, monitor and manage your investment strategy suited to your financial goals on a discretionary basis.

Our approach is simple: Choose the proper allocation, diversify broadly, minimize costs, and stay invested. Please see the FAQ section for more detailed information on our process and philosophy.

Investment Management also includes:

  • Drafting of Investment Policy Statement
  • Quarterly performance reporting
  • Lifetime access to your Personal Financial Management Portal
  • Free Financial Planning services for clients with over $250,000 in AUM*

*Please see the Pricing page for more information, annual hourly limits apply based on AUM.

Asset Minimums

In order to manage your investments we require an account of at least $100,000.

If you do meet these minimums, please see our Hourly Planning page where you will find a DIY option or Second Opinion where we can give you guidance on your investments but you are responsible for implementing the recommendations yourself all for a flat hourly rate.