A Voyager seeks a close relationship that benefits from ongoing communication and meetings with an advisor in and out of an office setting.  He or she will have the opportunity for three in-person meetings to have detailed discussions about asset management, reviewing their financial plan, and an additional planning topic review based on an individual need.  Other services include:​

  • Asset allocation and trade execution

  • Daily investment monitoring

  • Risk tolerance analysis

  • Capital gain management and tax-loss harvesting

  • Investment Policy Guideline document

  • Performance Reporting

  • Investment research and due diligence

  • Member subscription to Offofthecharts.com for exclusive market and portfolio information

  • Monthly statements

  • Online account access

  • Operational support for accounts

  • Proactive phone contact from advisory team

  • Educational event invitations

  • Personal goals review

  • Budget analysis

  • Income distribution planning

  • Net worth analysis

  • Invitations to appreciation events

  • Secure online access to financial plan

  • Insurance needs analysis (life, disability, LTC)

  • Social Security income scenario modeling

  • Tax planning with tax advisor

  • Charitable gift planning

  • Estate plan coordination with attorney

  • Portfolio review with asset management team

  • Portfolio specific communication

  • Annual in-person asset management M.A.P.S. (Macro, Asset, Portfolio Strategy) meeting

  • Annual in-person financial planning G.O.A.L.S. (Gather your information, organize your financial picture, analyze your investments, live and adjust, service ongoing) meeting

  • Annual in-person review with advisor on a specific financial planning topic of choice

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