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Investment Management Services

Investment Management Services


No matter your financial goals, creating and maintaining a proper investment strategy is key. Fortunately, it’s not necessary to spend hours monitoring your investments when it’s so easy to delegate this important task to experienced professionals.

We begin every new relationship by creating an asset allocation based on your attitude toward risk and your tolerance for volatility. We select a combination of no-load mutual funds, ETFs and fixed income securities best suited to your needs. Then, we monitor your portfolio regularly and rebalance as necessary.


Fees for our Investment Management Services are based on the value of the assets in the client's account at the end of each calendar quarter. Fees are based on the following schedule:

  • Up to $1,000,000:  1% of invested assets *

  • $1,000,001 to 2,000,000 :  ¾% of invested assets

  • 2,000,001 and up: ½% of invested assets

*Our minimum annual fee is $5,000 per year, which is $1,250 per calendar quarter.


Our management fee is all inclusive. You can call, email, or meet with us at any time to discuss your financial concerns, and you’ll never receive an additional bill. You’re also welcome to the following services on an ongoing basis for no additional charge:


  • Cash Management

  • Investment Management

  • Estate Planning

  • Retirement Planning

  • College Planning

  • Income Tax Planning

  • 401(k) Plan Planning

  • Maintaining Tax Records

  • Insurance Planning

  • Debt Management

Not exactly what you were looking for?

Are you unsure what services you need? Consider a complimentary Get Acquainted Session. Schedule yours today.

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