All of our clients receive the services listed below.
You can read about a client newly on her own, the academic, and the inheritor who utilize these Core Investment Management services.
Initially:
- Determine client goals and objectives in line with risk capacity and risk tolerance
- Deliver investment policy statement- overview of investment goals and the strategy we will employ to meet these objectives
- Review, consolidate and transfer accounts as appropriate
Ongoing:
- Daily portfolio monitoring- reviewing the investment allocation of the portfolio in line with determined risk/return model
- Account rebalancing- trading in accounts to ensure the investment allocation is reflective of the client risk tolerance and investment policy statement
- Tax Efficient Investing – monitoring accounts for tax harvesting and other beneficial investment tax stratagies available
- Low cost institutional funds- provide access to low cost insitutional class funds including Dimensional Fund Advisers (DFA)
- Account aggregation – download and report the account values and performance of non-Schwab accounts such as retirement accounts
- Personal Client Service – dedicated, intelligent and professional service team to receive your calls and respond in a timely manner
- Personal MFA Portal- Client has 24 hour access to a personalized online website portal to review daily performance reports.
Quarterly:
- Quarterly Newsletter- Overview of financial markets and planning opportunities
- Quarterly Portfolio Review- Personalized client portfolio report with performance and investment allocations
As needed:
- Everyone needs a little help along the way. We are always available to take your calls with any questions or concerns
Annually:
- Review meeting
Every Three Years:
- Review and evaluate progress toward your important financial objectives and confirm present risk capacity
- Deliver updated Investment Policy Statement
Minimum account size of $500,000.