Investment Portfolio Management Options

You deserve an investment management plan that suits your needs. If you want to manage your own portfolio, you may need education, guidance, and supervision to increase your comfort and investment success. Clients who want to monitor their own portfolios, but seek advice when their financial situation, financial goals, or tolerance for risk changes. This support to investors is billed as an hourly fee. Please read more about fees. These services may be most appropriate for clients who understand the financial markets and desire to employ a "buy and hold" style of investing.

Others may desire a higher level of investment advisory services, but still retain discretion and control over their investments. Under these circumstances, you may want your investments monitored and be informed when new investment opportunities exist. You may want specific investment recommendations, but manage your brokerage account and execute your trades. These services are billed based upon a percentage of your investment assets. Please read more about fees.

Clients may desire that the investment advisor use full discretion when managing the portfolio. Under these circumstances, you allow the advisor access to your account and the abilility to execute trades in your account. Clients choose their own brokerage company and receive trade conformations and monthly investment statements from the brokerage company. You may want to meet quarterly to review your investment activities and investment returns. These services are billed based upon a percentage of investment assets. Please read more about fees.

Many professionals who call themselves financial planners, receive the majority of their compensation from commissions received by selling you financial products. Some believe that these professionals focus primarily on selling products rather than providing services.

By refusing commissions, investment recommendations are based upon performance and low management expenses. That means more of the return of these investments stays in your pocket.

By working for fees and refusing commissions from the sales of financial products, objective advice can be provided, advice that is not clouded by any incentive to sell you particular investments. Receiving sales commissions for the sales of financial products creates a conflict of interest that prevents a financial planner from giving truly objective advice.

Please read about the investment strategy.

Bridging the gap between you and your financial goals.

Investment Portfolio Management Options