Some financial advisors feel compelled to push their clients towards certain funds or products that often benefit the advisor more than the investor. Not us.
Instead, we tailor custom asset allocations based on individual objectives and time horizons thanks to our Portfolio Investment Management designation, using only investments that meet our stringent criteria.
Examples Include:
- Equities – domestic and international
- Fixed income – municipal bonds, government bonds, CDs, and other debt instruments
- Alternative investments including real estate, private equity, and hedge funds
Why We Believe This Benefits You:
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| Lower expense ratios which help our clients keep more of their money. | Leaner portfolios which are easier to refine. | Simplified investment structures which become important for estate and tax purposes. |
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The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
Beyond the Numbers
Investing is equally emotional and mathematical. We help bridge that gap with sincere service.
As our client, you can expect:
- Constant advocacy for your financial well-being
- Our team to answer your call
- Proactive solutions and portfolio maintenance
Experience teaches us these promises — and our in-house process — often proves just as valuable to our clients as the holistic ways we help manage their substantial wealth.
