Investment management and monitoring service

  

Our approach to investing is from a financial planning perspective which allows us to help determine how closely investments meet financial planning goals. Using diversification and asset allocation, we work to: 

Determine: 

Objectives 

Risk Profile 

Investment Time Horizon 

Income Needs 

Develop an Investment Policy that addresses: 

Targeted Returns 

Asset Allocation 

Action Plan 

Planning Observations 

Implement the investment policy and monitor the investments by: 

Selecting Managers 

Reallocate assets 

Monitor Manager Performance 

Re-balance assets 

Monitor Overall Portfolio 

The ongoing review of investment assets and their performance on a quarterly basis ascertains whether financial planning goals are being reached as well as investment goals. A comprehensive report records each investment's quarterly performance as well as the overall portfolio return. Reviewing and re-balancing the asset allocation helps achieve the level of return desired given the amount of risk assumed to achieve that return. 

Investment Monitoring & Management Fees are based on a percentage of assets under management:

1.00% annually on the first $500,000 

0.75% annually on the next $500,000 

0.50% annually on the next $1,000,000