Overview

SERVICE MODEL: We provide 3 service levels (A, B, C) with written, defined services assigned to each category. These documents are internal-only but it helps us establish good expectations with clients and keeps us accountable to limit non-value added work.
INVESTMENT MODEL: We build model portfolios using mutual funds, exchange-traded funds, and individual securities. We hold discretion and rebalance periodically (12-18 months), with small tactical changes (e.g., fund swap) 2-3 times per year. We have an investment committee that meets quarterly to review performance and make recommendations on what to hold, watch, or sell.
SERVICES OFFERED: Retirement Distribution Planning, Tax Planning (projections, Roth Conversions, QCDs, tax bracket management, etc.), Charitable Planning, Family Wealth Planning, Proactive Investment Management

Market
RIA
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...