$265MM AUM | $2.2MM Rev in
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