The Investment Selection Process

Our job is to listen to you and understand your goals and concerns. We do our due diligence. We will ask many questions – not to be intrusive, but to gain a thorough understanding of what you want to ultimately accomplish.

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Riskalyze

We will give you a risk tolerance assessment using Riskalyze, which is a powerful software that generates a risk score for you. This gives us a good idea of how to allocate your funds among the various asset classes. Everyone is different – some people can tolerate very little investment risk, and are content to merely keep up with inflation. Others want big gains, and are able to tolerate a lot of market volatility for a (hopefully) higher return. Most people fall somewhere in the middle. In other words, what can you live with, and what would keep you up at night? Important considerations are:

  • What are the tax implications of distributions?
  • What are your beneficiary or transfer arrangements?
  • What is the registration on the account? IRA or non-tax qualified?
  • Do you need an income from your investment? If so, how soon and for how long?
  • Do you have a lot of embedded long term capital gains in your current portfolio?

 

Ready to Get Started?

Your first meeting is complimentary.

Long Term Relationships

You can expect a transparent process from the beginning. After opening your account and investing funds, we establish periodic and consistent review meetings over the long term to ensure that your portfolio allocation is fully aligned with your stated goals. Whether in person, over the phone, email, or video conference, we go out of our way to make ourselves available to you. In other words, you have ongoing access to us – not only for investment advice, but also for advice relating to your overall financial picture. We make ourselves available as a resource for any financial questions or concerns you may have.

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Assets Under Management

Fees are automatically deducted from your investment account to the following fee schedule:

Under $500,000

1.25% annual fee, billed quarterly

$500,000 – $999,999:

1% annual fee, billed quarterly

$1,000,000 – $2,500,000

0.75% annual fee, billed quarterly

Above $2.5 million

0.70% annual fee, billed quarterly

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