Investment Management

Investment Management

A globally 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 receive:

  • A customized portfolio based on your goals, time horizon, and risk tolerance.

  • Ongoing monitoring of your portfolio and investments.

  • Periodic rebalancing of the assets in your portfolio.

  • The expertise of a Chartered Financial Analyst who has been analyzing investments for over twenty years. 

Client portfolios will contain a mixture of mutual fund and exchange-traded fund holdings. Turnover is kept to a minimum to reduce taxes.

Some investment classes are largely efficient and when this is the case, a focus on low cost is emphasized. However, markets are still driven by fear and greed which can create undervalued assets and attractive opportunities. Active management is utilized in an attempt to exploit these opportunities when they occur.

Pricing for Investment Management Services

Managed Assets Annual Fee
Up to $1,000,000 1.00%
Next $1,000,000 .85%
Next $3,000,000 .70%
Over $5,000,000 .50%

If a client’s assets under management exceed $500,000, Comprehensive Financial Planning is included at no extra charge.


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