Core Investment Management

Like the ballast that keeps a ship steady in calm and stormy seas, core investment management is the foundation of growing and preserving wealth over time. That’s why it’s included as the foundation for both of our service levels.

Goals and Objectives Review —

The strategy associated with each investable asset needs to be defined by an end goal. We help you determine what you want your money to do for you, and the timeline for meeting those goals. During our initial meeting, we spend time understanding each of your goals and objectives so we can prepare recommendations at our next meeting.

Risk Analysis —

 We separate risk into three categories: the risk you are currently taking on in your portfolio, the required risk needed to achieve your objectives and the level of risk you are comfortable with now. Our goal is to make you aware of the range and to find your risk range based on your answers in those three categories.

Asset Allocation and Rebalancing —

 The assets inside your investment portfolio are grouped and classified by different characteristics. As part of our ongoing meeting process, we identify your optimal asset allocations and actively manage them over time.

Tax Reporting —

Tax document consolidation can be complicated and time-consuming. We consolidate your tax forms and send them directly to your tax professional.

Performance Reporting — 

Knowing how your plan is performing is key. Our quarterly reports will keep you up to date on your investment progress and help gauge whether you are on track toward achieving your goals and objectives.

Educational Events — 

We believe in providing our clients with information so that they can keep increasing their knowledge of personal finance. We host a series of webinars and in-person educational events to keep our clients informed on the latest financial planning information.

Additional Services — 

Depending on your unique situation, you may benefit from additional financial planning services.