We combine institutional investments processes with personal service. Each client's portfolio is guided by an investment policy statement that is crafted to support our client's overall financial plan. We build diversified portfolios, using an array of financial instruments including stocks, bonds, and mutual funds. We employe a disciplined process to select and monitor or recommended investment managers. Our client's assets are held in safe keeping by independent custodians, Charles Schwab and Fidelity Investments.
Our Investment Management Services include:
- Management of portfolio assets in compliance with the Investment Policy Statement ("IPS")
- Consolidation of assets from existing custodian to new custodian
- Review of tax basis
- Ongoing due diligence and performance reviews of selected Institutional Money Managers (both for mutual funds and individually managed accounts) and replacement of managers who no longer meet our criteria
- Review and rebalancing of portfolios
- Creation of quarterly performance reports
- Assistance with "tax loss harvesting"
- Periodic review of overall asset allocation and IPS for necessary revisions
- Monitoring and assisting with scheduled account withdrawals for living expenses
TOUR : TAX SERVICES