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