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Fiduciary Services

Unlike some financial advisors, we act as fiduciaries, and can manage your assets in a comprehensive manner, or through fee-only consulting.

What that means is that with you as our client, our sole obligation is to act in your best interest, for which we remain fiercely committed throughout the process, including ongoing monitoring to provide trusted and informed advice with regard to your portfolio. As fiduciaries, we take this role very seriously, and you should expect this level of service from anyone managing something as important as your financial future.

Our fiduciary service options include:

Tailored Investment Management

  • Strategic allocations that are tax efficient and fee sensitive
  • Built of approximately 14 positions and customizable
  • Can include individual equities and bonds as desired by the client
  • Rebalancing as dictated by pre-defined thresholds
  • Tax loss harvesting for taxable accounts

Third Party Management

  • Use of a major asset management firm, which creates customized portfolios employing their investment research and philosophy
  • Can include additional support such as private banking, lending & legal counsel
  • May include management of concentrated positions
  • Tactical asset class management

Business Solutions

  • Retirement plans to address pre-tax savings
  • Unique needs
  • Ongoing or one-time engagements
  • Addressing tax, business and estate issues
  • Buy/Sell funding

Fee Only Consulting

  • Retirement Plans
  • Tax Deferred Strategy Review
  • Other financial planning solutions as needed
  • Stock option and concentrated position management

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