INVESTMENT SERVICES

We are committed to building a long-term relationships with you and will help you navigate through important life events, including:

  • Designing and implementing an appropriate asset allocation plan consistent with your investment objectives, time horizon, risk profile, guidelines and constraints.
  • Advising you about the selected asset classes and allocation of your Portfolio.
  • Identifying specific investments within each asset class.
  • Monitoring the performance of all selected investments.
  • Monitoring the performance of your Portfolio relative to your investment objective.
  • Rebalancing your Portfolio systematically or sporadically as needed.
  • Recommending changes to your Investment Policy Statement.
  • Periodically reviewing the suitability of your investments.
  • Preparing and presenting appropriate performance reports on a timely basis at your request.
  • Providing you with a clear annual report of all fees you have paid.
  • Being available to review your Portfolio in person quarterly or as frequently as requested.