- Reviewing your investments and designing a personalized portfolio appropriate to your needs.
- Year-long, continual monitoring of your investments.
- Quarterly, semi-annual or annual meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you.
- Quarterly Statements
- Independent Advice
- Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s.
- Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets.
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