Investment Management
Designed for those who seek ongoing investment management. Can be used in addition to a Financial Planning Agreement as a separate service, or as a stand-alone service with no required Financial Planning Agreement.
Clients in Manager or Unified programs will pay a manager fee based on the selected manager
Financial Planning & Consulting Services is completed through a separate agreement from the Investment Management Services agreement. Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply.
What’s Included?
- Personalized Investment Advice
- Automatic and Strategic Rebalancing
- Tax loss harvesting to increase your after tax returns
- Tax efficient investing
- 401k integration into your overall asset allocation
- Behavioral coaching
- Consolidation and simplification of accounts
- Asset-Map Report complete with retirement analysis, net worth statement, beneficiary report and so much more
- Access to financial dashboard powered by Altruist
- Access to advanced planning topics when applicable
