Investment Advisory Services
Customized Investment Strategies
We offer asset allocation guidance based on your risk tolerance and objectives and customized portfolio creation to suite your needs
Portfolio Management
Combining your individual situation with the economic climate, we aim to ensure your entire portfolio is structured to best accomplish your goals, starting with asset allocation. Properly designed investment strategies should factor in costs, promote tax efficiency and also provide downside risk management.
Investment Identification
Through both fundamental research and technical analysis, we seek investments that can succeed over the long-term. We invest primarily in individual stocks and ETF's to keep underlying costs low. We believe that a sound investment strategy needs to manage performance in rising and falling markets.
Our Investment Advisory Services Fees
We believe that transparency is paramount.
Our investment advisory fees are calculated based on Assets Under Management (AUM). We charge
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1.00% on the market value of Account $1,000,000 and under,
Plus: 0.75% on the market value of Account between $1,000,001 and $2,500,000
Plus: 0.50% on the market value of Account between $2,500,001 and $5,000,000
Plus: 0.25% on the market value of Account over $5,000,001
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Minimum fees apply and prices are negotiable on a case-by-case basis