Asset Management

As a complement to our financial planning services, we offer discretionary asset management services utilizing securities such as mutual funds and exchange traded funds.  First, we gather detailed information from you about your current financial situation, goals and risk tolerance. Then, we’ll prepare an Investment Policy Statement and recommend a specific portfolio of investments designed to meet your individual needs and objectives. Once we implement your investment strategy, we regularly monitor your account to ensure your investments continue to align with your stated objectives.