Plan-based Investment Management
Are your assets suitably managed?
Are your investments being managed based on a tested and updated plan? Tax laws, markets, life, and your goals can all change. Make sure your plans are current so you know your investments are still appropriate. As we are held to the fiduciary standard on advisory accounts, it is important to us to make sure our recommendations are in your best interest. The most suitable way to make a recommendation is to truly understand a persons situation. The best way to do that, is to have a detailed plan. This is why we do plans for our clients. We have found no better way to keep the client and advisor expectations in sync.
We offer fee based investment management to our clients. Our account holders have access to a diversified list of asset classes and investment sectors. With discretion, we can proactively manage your account. We strive to reduce overall portfolio volatility while pursuing long term growth or current income, depending on your situation. Diversification does not ensure against market risk. No strategy can assure a profit or protect against loss.
Our fee schedule is extremely competitive with some of the largest firms in the country. We add an even greater value by including our planning services into the already competitive asset management fees. This allows any client that has us managing their situation to have no planning fees, only the asset management fees. This is extremely unique for the type of detailed planning we provide.
If you have questions or would like to schedule an appointment please give us a call at 815-308-5674 or contact us here.