INVESTMENT SERVICES
We are committed to building a long-term relationships with you and will help you navigate through important life events, including:
- Designing and implementing an appropriate asset allocation plan consistent with your investment objectives, time horizon, risk profile, guidelines and constraints.
- Advising you about the selected asset classes and allocation of your Portfolio.
- Identifying specific investments within each asset class.
- Monitoring the performance of all selected investments.
- Monitoring the performance of your Portfolio relative to your investment objective.
- Rebalancing your Portfolio systematically or sporadically as needed.
- Recommending changes to your Investment Policy Statement.
- Periodically reviewing the suitability of your investments.
- Preparing and presenting appropriate performance reports on a timely basis at your request.
- Providing you with a clear annual report of all fees you have paid.
- Being available to review your Portfolio in person quarterly or as frequently as requested.