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A UNIQUE APPROACH

Tying together an actively managed portfolio that is mapped directly to your financial plan.

We Plan With You

We Manage For You

• Personal goals review

• Risk tolerance analysis and Investment Policy Guideline document

• Budget analysis and income distribution planning

• Proactive phone contact from advisory team

• Educational event invitations

• MoneyGuidePro Financial Plan with secure online access

• In person meeting at least annually

• Customized additional services based on your needs. For more information see our Traveler, Explorer, or Voyager service levels. 

• Asset allocation and trade execution

• Daily investment monitoring

• Capital gain management and tax-loss harvesting

• Performance reporting

• Investment research and due diligence 

• Member subscription to Offofthecharts.com

• Monthly statements

• Online account access and operational support