A Traveler is looking for guidance in basic asset management and financial planning decisions and benefit from an annual in-person meeting that addresses both asset management and financial planning topics.  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

  • Annual in-person meeting to address asset management and financial planning topics

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