PLAN FOR YOUR FUTURE
+ SET GOALS
ON-DEMAND PERFORMANCE REPORTS
+ QUARTERLY REVIEWS
From start (goals assessment) to finish (monitoring progress) our investment management services are designed to understand and construct a plan that fits every individual. It starts with establishing an open dialogue that involves analysis and inquiry into your existing portfolio and financial situation.
Through this process, we establish the client’s financial goals moving forward and their appropriate risk tolerance. Each client's plan provides an asset allocation strategy custom tailored to their objectives.
As we move forward, ongoing communication is key. Positions and goals are regularly evaluated. We provide experience with flexibility to ensure every client is provided responsible guidance.
Growing my Wealth
Buying a Vacation Home
Generating Income to Retire Well
Preserving Wealth for Future Generations
Starting a Foundation or Funding a Specific Cause
INDIVIDUAL INVESTORS F.A.Q.
What types of individual accounts do you manage?
We can manage virtually any type of investment account, both taxable and retirement, assuming it is eligible with our custodians. Most notably our firm is proud to promote our strong IRA Rollover program.
What custodians do you use for individuals?
Charles Schwab and TD Ameritrade.
How frequently am I sent performance reports?
We send out customized performance reports for individuals on a quarterly basis. But our portfolio management software allows us to produce these reports on-demand, as needed.
What is the minimum account size?
For individuals, the minimum account size is $1 million.
What is your standard fee schedule?
Our standard fee schedule for individuals is 1% of assets annually, billed quarterly in advance.
Can you offer an online client portal (PFM) or mobile app accessibility?
Yes, we have the capability to provide clients with access online and via apps. Presently these features are offered through our custodial partners. We have plans to integrate it into our Matisse suite of services in 2018.