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Individuals and High Net Worth Investors
We offer both managed accounts and hourly advisory/planning services. Many investors prefer to have us manage their account(s) via a discretionary (or limited power of attorney) relationship. In those cases, after thoroughly reviewing your situation and goals we will manage your investments and consult with you as appropriate and/or desired. We charge a percentage of your investable assets on a quarterly basis, payable at the end of the quarter. We generally focus our attention on determining the appropriate investment vehicles and asset allocation for your needs. We then monitor, rebalance, and adjust your portfolio as appropriate.
Alternatively, on a one-time or periodic basis we provide traditional financial planning services. In some cases the hourly charges will be more cost-effective than an asset-based fee and will represent a better option for clients.
Endowments, Trusts, and Other Investors
We offer both managed accounts as well as specialized consulting services. We have extensive experience working with many of the largest and most prominent investment firms and are experts in evaluating managers and their performance, as well as in interacting between parties. Small-to-medium sized funds can use us as a cost-effective alternative by outsourcing some traditional Chief Investment Officer and/or Compliance functions. We can provide a valuable second or third opinion, and in the process may help clients reduce costs, as well as avoid mistakes, inefficiencies, and/or missing better opportunities.Specialized Consulting Services
Periodic Portfolio Reviews (annualportfolioreview.com)If you would like to learn more about our services, have specific questions, or would like to schedule a no obligation initial consultation, please feel free to contact us directly via this public email address (email@example.com) or the phone number listed below.
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