Services
Investment Management
Modern Portfolio Theory via Core Plus Satellite Portfolio Construction
Custom Client Portfolio Construction
Low cost ETFs and Mutual Funds
Fees start at 0.90% annually
Special Projects and Financial Planning
Client Balance Sheet and Income Assessment
Goal / Objective Discussion
Planning design and long-term analysis
Project based (hourly) billing is available
Small Business 401(k) Management
401(k) Plan Provider Review / Selection
Plan Set Up Assistance
Employee Education and Enrollment
Proprietary Model Portfolios
Ongoing Support of the Plan and Participants
Estate and Trust Guidance
Review of Trust Structure Options, Simple to Advanced
Business Owners – Determine Tax Minimization Options
Next Generation Planning