Proper investment management is an integral part of an overall financial picture and can have a profound impact on the success of a financial plan. Investment management represents the majority of work done by our firm. We work with each client to design a portfolio that is sensitive to their investment experience and compliments their unique goals and objectives. We encourage our clients to be involved in the process and ask as many questions as they need so they feel comfortable with the investment strategy.
Every portfolio we build is personalized for that client. We do not use generic investment models, outsource to third-party investment managers, or rely on any other “cookie-cutter” approach. We develop and build portfolios in-house, utilizing the vast experience of our advisers, our full-time investment analyst, and the institutional quality research team available to us through Commonwealth Financial Network. We then continually monitor those accounts to ensure they remain optimally positioned for that specific client’s situation.
We pride ourselves on being good stewards of our clients’ assets and have actively lowered both our managed account minimums and investment fees as our firm’s assets under management have grown. We are extremely cost conscious – ensuring that any underlying investments we utilize are competitive from both a performance and cost standpoint.
Finally, as independent financial advisers, we are not limited to proprietary company offerings and mediocre investments. We have access to nearly every type of investment imaginable and actively seek out the best options and opportunities available for our clients. We continually monitor and research income tax and investment related laws to ensure our clients assets are managed in the most efficient and effective manner possible.
Treats, not tricks, for markets Better-than-expected economic data in the U.S. and positive corporate earnings news lifted the major market indices in October. The S&P 500 Index returned 2.33 percent, the Nasdaq Composite popped 3.61 percent, and the Dow Jones Industrial Average climbed 4.44 percent. Performance was driven by improving fundamentals. According to FactSet, as […]
There’s now an even better way for you to stay up to date with your accounts while on the go: a new Investor360°® mobile app for smartphones and tablets. The app puts an executive summary of your accounts right in the palm of your hand, so you can check: Account and cash balances Cash balance […]
College costs today have skyrocketed from what they were for many previous generations. Costs of state schools today can run easily over $20,000 each year. Private colleges and universities usually far exceed that. The questions that many of the people that we meet with have are: “How can I afford to send my children to […]