Asset Management Services

by Ethan Jones on July 29, 2009

Equity Portfolio

  • Conservative Growth
  • Growth (a higher component of more aggressive ideas)
  • Growth & Income (a higher component of higher yielding equities)

Balanced Portfolio

  • Blend of our equity style with intermediate fixed income
  • Asset allocation customized to client’s comfort level

Fixed Income Portfolio

  • High quality laddered intermediate fixed income

Minimum Account Size of $500,000

Benefits for High Net Worth Investors

  • Emphasis on client communication and service
  • Focus on understanding client’s goals and issues
  • Flexible, customized portfolio management
  • Tax efficiency
  • Ongoing evaluation of goals and risk tolerance
  • Work with tax and legal advisors

Advantages of our Separate Account Platform

  • Easy to Understand
    • Your account holds individual securities and your asset allocation is customized based on your goals and risk tolerance.
  • Transparent
    • Your securities are held by a separate custodian of your choice with daily access to the custodian’s website to view activity and holdings.
  • Our Interests are aligned with yours
    • We are a fee only advisor with no conflicts of interest. We do not pay referral fees and we do not pay fees to participate in broker/dealer programs.