Managed Account Benefits

 Fee-Based Managed Accounts

• A personalized investment plan is tailored to reflect your risk tolerance, cashflow requirements, life-stage concerns and investment objectives.

• The Knowledge that you have hired a professional asset manager who is monitoring your portfolio on a regular basis, and is available to review progress with you or to make adjustments as needed. 

• An adviser who is compensated based upon the value of your portfolio, not the number of trades.

• Continuity.  Based upon our interviews with you, and after gaining a thorough understanding of your investment objectives, a portfolio will be created reflecting your financial goals and timeframe horizons consistent with your investment profile.  Should a health crisis or other unanticipated emergency occur, we will manage your accounts consistent with directions you have provided us;  providing a link to your spouse, heirs, and trusted advisors such as attorneys and accountants