Investment Management Services
Affordable investment management is available!
Once your financial plan is created, you are ready for the next stage. Investment management services is the “Execute and Monitor” stage, implementing your newly created financial plan. You may perform the implementation of your plan as a “do-it-yourselfer” or for an additional level of service, you may want to consider our Investment Management Services. These services are particularly helpful for clients that were unhappy with their previous fees, don’t know your current fee structure, or receive difficult to read reports.
You can think of this service as similar to other outsourcing services you may deploy in other areas of your life. By delegating your investment management to a professional financial services firm, you may reap valuable time savings to devote to other life pleasures!
If any of these apply to you, then you will appreciate our professional investment management services with totally transparent fee schedules.
2 Ways We Can Work Together
Flat-Fee Investment Management Service
If you are tired of high asset under management fees and underwhelming support, flat-fee portfolio management is a good option. For a low planning fee and a very low flat investment management fee, we are able to serve from very small to very large clients.
Fees: $300 per quarter (planning) plus $500 per year (investment management)
% AUM Investment Management Service Coming Soon! Flat-Fee Investment Management Service
- Professionally managed
- Globally diversified
- Very low-cost
- Flat-fee means you always know what you are paying
Trades are made on a discretionary basis. Funds are held at custodian, TD Ameritrade.
% AUM Investment Management Service Coming Soon! Our Investing Philosophies
Generally, our investment management services are based on a globally diversified strategy involving a long-term, disciplined approach that manages risk through appropriate asset allocation. We recognize that each client’s needs and goals are different. Subsequently, portfolio strategies and underlying investment vehicles may vary.
The following are common strategies we employ in client portfolios:
- Active Asset Management (Ex: mutual funds)
- Passive Investing (Ex: Exchange Traded Funds or ETFs)
- Hybrid – Passive Core plus Active Satellite
Modern Portfolio Theory (MPT) is an award-winning theory based on the belief that proper diversification and risk management will provide an investor with a more stable and consistent return over time. The practice of MPT does not employ market timing or day-trading of individual equity selections, but rather a long-term buy and rebalance strategy.
Additionally, we employ a multi-asset/multi-fund diversification strategy that follows MPT and is designed with low correlation to optimize diversification. The assets in such portfolio may include REITs, Commodities, and Emerging Markets in addition to the more typical US equities and bonds. Available as active, passive or hybrid portfolios.
We strive to create portfolios that are diversified, tax-efficient, and utilize low-cost investments whenever practical. More on Investing Insights