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Investment Management

The investment management program is designed for those that want some extra help implementing their financial plan, and for busy professionals and families don’t want to spend extra time researching and managing investments. Our process lines up investments with your goals, values, and risk appetite.

What’s included:

An investment portfolio that is designed with your goals and risk tolerance in mind. Ongoing portfolio monitoring and periodic re balancing. We typically use lower cost institution investments that are globally diversified and tax efficient. We also provide ongoing education to help you better understand your finances regardless of your experience and knowledge. You will also receive online account access to view your investments 24/7 and periodic statements to view portfolio performance and your progress. You also receive direct access to investment managers and support staff who know you and your goals; stop wasting time on hold with a call center that doesn’t understand your needs!