We understand that every investor has unique preferences and needs when it comes to managing their investments. If you prefer to execute your own trades, have assets that cannot be transferred from their present institution, or simply want the final say for every trade, our investment counseling service may offer the perfect solution.
Strategic Guidance: Our team of experienced portfolio managers will provide you with best-in-breed support. We take the time to understand your goals and risk tolerance and then develop a customized investment strategy tailored to your specific needs.
Portfolio Reviews: We conduct in-depth portfolio reviews at the outset, and then quarterly and upon request thereafter. During these reviews, we identify opportunities for improvement, such as unnecessary risks, improper exposures, or products with hidden fees.
Professional Analysis: We will work with you to establish a target allocation among stocks and bonds and provide actionable ideas – including specific securities – that we believe will enhance your portfolio’s performance.
Comprehensive Support: Our investment counseling service goes beyond offering a second opinion. It includes monitoring your holdings, notification of perceived buying opportunities, lists of credit-approved bond issuers, , and lists of favored stocks with metrics and reasons for potential fit.
Additionally, you’ll have unlimited access to our portfolio managers for any questions or concerns. We’re here to provide the information you need to navigate the complexities of the financial markets with confidence and clarity. You can invest independently. You do not have to do it alone.