Investment Management

Asset management

Custom Investment Solutions

No more cookie-cutter investment portfolios or generic target date funds. We provide solutions for your specific needs by leveraging our sophisticated suite of investments and strategists to build you a tailored portfolio.

Strategies for Success

As an independent firm we have the freedom and flexibility necessary to craft custom portfolios that address the diverse nature of our clients’ goals and needs.

  • Separately Managed Accounts (SMAs)
  • Employer-Sponsored Plan Mgt. (SDBA)
  • Custom Indexing
  • Tax-loss harvesting
  • ETF’s
  • Individual stocks and bonds
  • Defensive strategies
  • Concentrated stock management
  • Alternatives
  • Proactive rebalancing 

 

Tax Loss Harvesting Process

Our Tiered Fee Schedule

Investable Assets

Advisor Fee (bps)

10k–50k

1.3

50k–100k

1.15

100k–500k

1.0

500k–3MM

0.75

3MM–5MM

0.50

Over 5MM

0.40 / Custom