What We Do - Asset Management Services

Asset Management Services

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  • We provide conservative asset management services giving clients a choice of several money managers. We integrate our advice with the money manager advice so there is coordination between tax strategies, Roth IRA conversion strategies, investment strategies, estate planning strategies, etc. We provide this service for our assets-under-management clients. Our clients receive our advice and money management services for the same costs as a fairly priced money manager, and there are no additional costs for our value-added advice. We find that our clients benefit from coordinating strategies among the people who are helping them achieve their long-term goals.
  • We work with fee only advisors. We work with a number of advisors; both value oriented and buy and hold, and more active managers, as well as a low fee passive type "enhanced index investor."

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