Wealth Management

 


Model Portfolios

The Wealth Management Platform features Model Portfolios created and managed by known money managers. These Third-Party Strategists provide construction and ongoing management according to a specific strategy, employing a defined Strategic, Tactical, Specialty or Focused methodology.

Advisor Managed Portfolios

Custom Style Portfolios using Individual Stocks, Bonds, Mutual Funds, ETFs, and Alternative Investments.

Flat or Hourly Fee Client Services

Fees for Non-Discretionary Investment Advisory Services charged as flat retainer or hourly fee depending on complexity and time of financial planning service(s) hired.

Investment Portofolio Monitoring

Monitoring of the advisory client's portfolio(s) and providing of investment advice on a non-discretionary basis to each client through mail, phone, or email communication. Investment advice may be provided regarding asset allocation, investment porfolio construction, investment selection, investment advisor retention or other services as agreed upon by both parties.

Financial Counseling

Assisting client in designing personal financial goals and objectives and recomendations as to the allocation of present financial resources among different types of assets.

Review of Accounts

An annual review and consultation of identified accounts offered. Such review and consultation will contain some of the following: specific advice regarding recommended changes to investments and recommendation for implementation of proposed changes.

Securities Research

Research and advice regarding specific securities, industries or markets provided


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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.