Asset Management Services

Managing a complex portfolio can be a challenging, ongoing task. Even sophisticated investors are challenged to stay current, monitor their investments, and respond to constantly changing conditions.
With Asset Management Services, we provide access to professionals whose skills at risk profiling, institutional asset allocation and money management selection can help you navigate a rapidly changing environment. Our services are intended for investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios. Look to us for asset management services that are:

Customized to meet the needs of you and your family
Fee-based* so advisors have a vested interest in their clients’ success
Strategic to reflect the dynamic nature of the market - and your life

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.