Asset Management Model

We follow our asset management model with clients whose assets are primarily held with us. This doesn’t mean there aren’t some additional assets elsewhere. We handle the execution of the plan we have laid out with our clients as well as ongoing management. Under this model, our compensation is derived from commissions and fees on the assets we manage.  

• Personalized risk assessment
• Financial goal planning
• Retirement income planning
• Investment selection and execution
• Portfolio management
• Ongoing education