Investment Management

The firm offers investment management services which include:

Investment Policy statement (roadmap for client asset allocation)
Consolidation of investment accounts allowing for easier management of investment assets
No paperwork hassle to establish accounts/transfer assets since we assist with paperwork
Asset allocation rebalancing
Quarterly performance reporting allowing you to see how your portfolio is performing
Guiding you through volatile markets to take the emotion out of investing
Tax efficient and tax smart investing saving you money at tax time

The fee for such services is billed quarterly in advance based upon a percentage of prior quarter end portfolio value.

Investment Management minimum annual fee of $5,000 per year