Portfolio Management
We offer comprehensive portfolio management services designed to help our clients achieve their investment objectives and build long-lasting wealth. With our expertise and personalized approach, we strive to enhance your investment portfolio to align with your financial goals and risk tolerance.
- Personalized Investment Strategy: We take into account factors such as your time horizon, income needs, and desired level of portfolio diversification to develop a strategy that aligns with your financial objectives.
- Asset Allocation: We strategically allocate your investments across various asset classes, including stocks, bonds, and alternative investments, to enhance your portfolio’s risk-adjusted returns over the long term.
- Investment Selection: We carefully consider a diversified range of investment options, encompassing individual securities, mutual funds, exchange-traded funds (ETFs), and other suitable investment vehicles. Our selection process is guided by your financial goals, risk tolerance, and the broader market conditions.
- Regular Performance Monitoring and Reporting: We provide regular performance reports to keep you informed about the progress of your investment portfolio. Additionally, we conduct periodic portfolio reviews and annual meetings to discuss your investments and address any questions or concerns you may have.
- Client-Centric Approach: We are dedicated to assisting you in achieving your unique financial goals by providing personalized support and guidance throughout your investment journey.
Effective October 1, 2025, the following annual portfolio management fees apply:
| Total Assets Under Management | Annual Fees |
|---|---|
| $0 – $500,000 | 0.85% |
| $500,001 – $1,000,000 | 0.80% |
| $1,000,001 – $3,000,000 | 0.75% |
| $3,000,001 – $10,000,000 | 0.60% |
| $10,000,001 – AND UP | 0.50% (negotiable) |
Fees are calculated and paid in arrears. We use the value of the account as of the last business day of the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based.
These fees are generally negotiable, and the final fee schedule will always be memorialized in the client’s advisory agreement.
Please note: Our Form ADV Part 2A, which is filed with the SEC, will reflect these updated fees at the time of our next annual amendment or at the time of any earlier interim amendment if another material change requires a filing.