The firm offers investment management services which include:

  • Investment Policy statement (roadmap for client asset allocation)
  • Consolidation of investment accounts allowing for easier management of investment assets
  • No paperwork hassle to establish accounts/transfer assets since we assist with paperwork
  • Asset allocation rebalancing
  • Quarterly performance reporting allowing you to see how your portfolio is performing
  • Guiding you through volatile markets to take the emotion out of investing
  • Tax efficient and tax smart investing saving you money at tax time

The fee for such services is billed quarterly in advance based upon a percentage of prior quarter end portfolio value.

Investment Management minimum annual fee of $5,000 per year