Portfolio Management

Balanced Rock StacksOur Portfolio Management Services provide ongoing discretionary investment management for private and institutional clients. This service includes an analysis of your financial situation, risk tolerance, return requirements, tax exposure, and other legal or unique circumstances.

The information gathered is used to create an Investment Policy Statement which will summarize your goals, needs and limitations and lay out the proposed portfolio allocation, rebalancing strategy, and a schedule for regular reviews.

We will handle all set-up and management of your account(s) including preparing applications, executing trades, cash management, and ongoing monitoring. These services are offered for an annual fee based on the amount of assets under management. See our Fee Schedule for more information.

Learn more about How We Invest and the other Services we offer.