Asset Management

Our Asset Management Service covers the day-to-day oversight of your investments and consists of the following five elements:

  • Personal Profile - Includes your individual investment needs and objectives, time horizon, preferences and attitude toward investing.

  • Asset Allocation Plan - Seeks to maximize your investment returns relative to your desired degree of safety through careful and custom diversification.

  • Institutional Quality Implementation - Your asset allocation policy may be managed by institutional money management firms not normally accessible to individual investors, using a wide range of investment vehicles from individual stocks and bonds, to mutual funds, annuities, unit investment trusts and exchange traded funds. All accounts are “non-discretionary”, meaning that no orders to buy or sell any investments are made without your express authorization.

  • Ongoing Assessment - Your investment portfolio is carefully monitored on a continual basis to ensure that it remains consistent with often-changing needs and goals. 

  • Periodic Rebalancing - We “manage the managers” to make sure they stay within your objectives, rebalancing your portfolio on an annual basis, with quarterly reports.

Helping Clients Make Smart Financial Decisions During Life's Transitions

Contact Us Today! (860) 647-7795

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