Investment Management and Ongoing Monitoring of Your Financial Plan

Investment Management and Ongoing
Monitoring of Your Financial Plan

One of the benefits of our partnership with premier firms like Interactive Brokers and TD Ameritrade Institutional is our ability to leverage their product and service offerings to deliver a customized investment strategy tailored to your situation, and not providing you a pre-determined investment model designed by a sales department looking to gain scale with retail investor assets.

We are not paid a commission by implementing these strategies, and base our fee as a percentage of assets under management. Our incentive is to make sure the strategy we recommend matches exactly with your desired outcome as outlined in your financial plan. We have access to multiple strategies and investment types that include:

  • Stocks and Exchange Traded Funds
  • Both Put and Call Options
  • Corporate and Municipal Bonds
  • Real Estate Investment Trusts
  • American Depository Receipts
  • Alternative Investments
  • Tax Loss Harvesting

This is just an overview of what we may offer.
Please contact us to discuss how we may assist you with your investing and financial planning needs.

 

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