Investment Management

A diversified portfolio is constructed once your goals and risk tolerance are fully understood.  Low fees, tax minimization and expected performance are weighed heavily as each investment is selected. Portfolios are designed for the long-term and built to ride out the volatility of the market. 

As an investment management client, you get:

  • A customized portfolio built with your goals and risk tolerance in mind.

  • Continuous monitoring of your portfolio and the investments it holds.

  • Periodic rebalancing of the assets in your portfolio.

  • You will have unlimited access to a Certified Financial Planner™ / Chartered Financial Analyst who will answer any questions you have about your portfolio. 


Pricing for Investment Management Services

If a client’s assets under management exceed $500,000, the Comprehensive Financial Planning fees are waived.


Click here to schedule a free, 15-minute phone consultation.