Unlike stockbrokers and money managers, our role as wealth managers goes beyond picking stocks or an asset allocation strategy. Our focus is to ensure that your financial goals and objectives are aligned with the investment strategy and risk tolerance. We analyze, track and project your cash flow with the objective to maximize your net worth by mitigating your risks.
Investing can evoke a lot of emotions and therefore having a disciplined, time tested approach is critical to the success of any financial plan. Our portfolio philosophy is rooted in the belief that the asset allocation decision, meaning the mix of asset classes in your portfolio, is the most critical part of the portfolio design process.
From year to year it is impossible to know which asset class will perform the best so with this core belief, we build broadly diversified, low cost portfolios that are custom tailored to your goals, risk preferences and time frame as well as integrated into the context of your financial plan.
In a world that is ever more complex we strive to bring simplicity and clarity to your portfolio with the understanding just because something is simple that does not necessarily mean that it is easy and having a trusted partner to act as a guide can help keep you on the path to success.
For our wealth management clients we operate and work in a fee based environment. This means we charge a percentage of the assets that we are managing for our clients which we believe aligns the interest of our clients with our interests. In our wealth management accounts there are no hidden fees or additional costs for trading.
We feel that when we are working in this capacity and there are no additional commissions associated with trading, rebalancing or adjusting the portfolio, clients can feel confident that when we make a recommendation on the portfolio level it is because we genuinely believe that it is in your best interest.
Our cost structure is as follows:*
- 1.25% on the first $500,000 of assets managed
- 1.15% from $500,001 to $1,000,000
- 1.00% from $1,000,001 to $2,000,000
- $2,000,000+ Contact us for details
*These include total fees, which include platform fees, advisory fees and any manager fees.
What is Your Risk Number?
Capture your risk tolerance to see if your portfolio fits you.
Don’t wonder if your risk preference will allow you to achieve your goals—acquire your probability and build a map to success. Utilizing advanced technology called RISKALYZE, our advisors will create retirement maps to communicate your big picture.
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We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:
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