Monitored Investment Portfolios

We believe that all investors should have access to institutional quality investments and expertise. Our core philosophy is to provide monitored investment portfolios using efficient, low cost investments. We use no-load mutual funds, ETFs, and individual stocks and/or bonds as appropriate.

Our standard investment offering does not include trading fees, platform fees or product commissions. Higher net worth investors also have access to a tax-aware investment manager who customizes holdings and can coordinate investments to support the financial plan. All fees are fully transparent and outlined in advance so there are no surprises. Since we work as fiduciaries, we put our client’s needs ahead of our own and have a process in place to monitor and document our work.

Tax efficient investing is also a core tenant of our process, and for those clients with assets of $1,000,000+, we provide customized, tax efficient portfolios. Nobody wants a surprise tax bill due to investment activity, and we work hard to reduce and mitigate taxes for all of our investment clients.

Our Investment Management Services:

  • Building & Protecting Wealth
  • Custom, Tax-Optimized Portfolios
  • Investment Income Strategies

Do You Have Doubts About Your Current Financial Future?

Will You Need to Delay Retirement?

Do You Live In Constant Financial Stress?

Are You Confused About Investments?

Will Your Future Fall Short of Your Dreams?