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Investment Management

Investment Management

Our investment management service goes beyond traditional asset allocation. It can be used as a stand-alone service or an enhancement to financial planning services. This service provides:

  • Identification of specific and appropriate investments
  • Timetable indicating the frequency and dollar value of each investment
  • Implementation of the investment strategy based upon our economic forecasts
  • Hedging and income-enhancing strategies using marketable options
  • Ongoing, tax-efficient portfolio monitoring and maintenance
  • Recordkeeping including cost basis tracking and year-end tax reporting