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Full
service
management
is
our
most
comprehensive
service.
We
provide
a
very
hands-on
and
proactive
approach
to
managing
our
clients’
portfolios.
Full
service
management
services
include:
Comprehensive
Investment
Plan
We
first
consider
your
goals
for
your
wealth
and
your
risk
tolerance,
in
order
to
establish
the
appropriate
asset
allocation.
We
then
select
the
best
investment
vehicles,
with
the
best
managers,
to
carry
out
our
investment
plan.
We
also
address
your
needs
for
tax,
estate
and
insurance
planning
to
create
for
you
a,
tailored
yet
comprehensive,
financial
plan.
Continuous
Portfolio
Supervision
Next
we
continuously
supervise,
monitor
and
evaluate
political,
economic
and
financial
market
environments
for
their
potential
impact
on
investment
performance.
Investment
Recommendations
Periodically
we
will
make
investment
recommendations
that
are
appropriate
for
you
based
on
your
specific
financial
goals
and
risk
tolerances
in
the
context
of
the
current
political,
economic
and
investment
climate
as
well
as
investment
manager
performance
relative
to
their
peers.
Client
Meetings
Throughout
the
year
we
meet
with
you
to
review
your
portfolio‚s
investment
performance
and
discuss
any
changes
in
your
financial
situation.
Once
per
year
we
review
with
you
your
investment
objectives
and
guidelines.
Each
quarter
we
report
back
to
you:
- Asset
allocation
changes
in
light
of
performance
and
investment
goals
- Investment
performance
versus
stated
benchmarks
and
peer
group
performance
- Any
performance
deviations
and
suggestions
for
corrective
action
Minimum
Account
Size
Minimum
account
size
is
generally
$1,000,000.
Account
sizes
less
than
this
minimum
may
be
considered.
Fees
Fees
for
continuous
investment
management
are
based
on
a
percent
of
assets
managed
ranging
from
0.5%
to
1%
depending
on
the
size
of
your
portfolio. |
