Client Services

Financial Strategies and Services

• Goal Setting
• Asset Allocation
• Tax Sensitivity

Investment Management

• Equities
• Bonds
• Balanced Portfolios

Client Services

• Dedicated Portfolio Manager
• Ongoing, Frequent, Personalized Consultation
• Market Analysis
• Account Analysis and Commentary
• Peer Account Reviews
• Complete Confidentiality

Fees

• Based on Market Value of Portfolio
• Related Accounts may be Combined for Fee Calculation Purposes
• Minimum Account Size $1 Million