Here’s what you can expect as one of our valued clients:
support for all types of accounts:
With over 75 years of combined experience, we’ve seen just about everything. And we’ve worked with just about all types of savings and investment accounts. 401(k) accounts and rollover IRAs are common. So are Roth IRAs, personal brokerage accounts and money market savings accounts. We also use 529 College Savings and UTMA/UGMA accounts as they routinely come up in the planning process. Have a Simple IRA or SEP plan? that's fine too.
your choice of investment FIRMS:
It's important to know that we don't take direct custody of your assets. Since we believe in choice, we'll work with you to pick what suits you best:
endless investment options:
Due to our independence and relationships with multiple custodians, we have access to a wide variety of tools and resources . Most of our clients have a mix of the following:
Individual stocks and exchange traded funds (ETFs)
Individual fixed income securities (bonds, preferreds, treasuries, etc...)
Hand-selected high quality mutual funds
Options (calls & puts) for select clients
Supercharged online access:
We provide a state of the art online portfolio management system to all clients. Your custom homepage will aggregate all your accounts onto one screen, even those you don't hold with us. In addition, you'll get:
Aggregated performance reporting & analytics
Secure two-way communication with your advisor
Secure document vault (both private and shared)
Integrated real-time risk analysis and financial planning updates
