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We assess both the performance of your current portfolios as well as appropriateness for your age and financial condition/situation.
Asset Allocation Recommendations
Customized to your tax situation and risk tolerance with a goal of maximizing the growth of your investment portfolios.
Includes quarterly assessment of the securities in your Target Model portfolios to determine if they are still the best choices in the allocation categories.
Third Party Investment Analysis
In addition to our analysis, we also use the expertise of unbiased (money management firm) third parties in order to insure your investments are optimum.
Consolidate and Simplify Accounts
We believe simple is better. Because of this, we aim to consolidate your investments in order to minimize fees while still maintaining a diversified portfolio.
As domestic and foreign markets continuously change, we adjust the securities in your portfolios based on political and economic conditions around the world.
Shop CD Rates to Find the Best
When Certificates of Deposit are an appropriate investment, we reach out to multiple banks to find the best yield offering at the strongest financial institution.