Investment Management

Customize your portfolio.

Investment Management

Investment Management

Our investment management team reviews your current investments, risk tolerance, and objectives. We will benchmark your portfolio and build a customized portfolio tailored to your needs. Knowing the purpose of the funds allows us to develop a strategy that aligns with your goals.

Services

Investment Management Services

Portfolio Management

  • Customized Portfolio Management

  • Portfolio Benchmarking

  • Tax Overlay Strategies

  • Active, Passive, and Hybrid Options

Portfolio Management

Technology

  • Real-Time View of Portfolio

  • Mobile App

  • Mobile Deposit

Portfolio Management Technology

Ongoing Communication

  • Quarterly Statements with:

    • Benchmark Comparison

    • Fee Breakdown

    • Performance Review

  • Dedicated Team - No Call Center

Portfolio Management Ongoing Communication

Customization

  • Multiple Account Types

    • Model Portfolios

    • Separately Managed Accounts (SMA)

    • Unified Managed Accounts (UMA)

    • Advisor Managed Accounts (AMP)

Portfolio Management Customization