Services
Our primary focus is portfolio management. Within that realm, some of the services we offer our clients include:
• Tax reconciliation reports to show the cost basis of trades at tax time on their taxable accounts
• Quarterly electronic newsletter
• Quarterly print newsletter
• Great economies of scale and low transaction costs through our custodian of client funds
• Personal phone calls to alert clients with IRAs who need to take their annual Required Minimum Distribution (RMD)
• For clients who participate in 401(k) plans that we do not manage, we will make periodic recommendations based on the choices available to them
• Online access to accounts
• Complimentary portfolio review