Professional Investment Management

  • A variety of dedicated investment managers are given discretion to manage your account according to your Investment Policy Statement(which is based on your goals and values).  
  • A fee for asset management is deducted directly from your account on a quarterly basis.   
  • Minimum $100,000 investable assets.

Hourly Consultation: $175/hr. May include any or all of the following:

  • review of your current portfolio,
  • an asset allocation analysis,
  • creation of a comprehensive or specific financial plan,
  • second opinion,
  • social screening issues,
  • life insurance review,
  • assistance in setting up an investment program for retirement, college savings, etc.
  • No Minimum balance required.

As a FEE-ONLY advisor, we do not recommend products or services that pay commissions or loads.  Upon request, we will gladly provide an estimate of your fee prior to engagement.