We offer three types of investment advisory services.
We offer the development of comprehensive, long-term investment plans for families and individuals.
- A comprehensive written plan, based on sound investment principles, improves the chances of achieving your investment goals.
- The plan is developed on a client-specific fixed fee, based upon the complexity of your circumstances.
- For more information on our investment plans, click here
We offer on-going management of investment assets.
- The aim is the successful long-term implementation, monitoring, and adjustment of the investment plan to achieve your goals.
- We reach agreement with you in advance on the parameters under which we manage the assets.
- Our fees are based on a small % of managed assets, paid quarterly.
- For more information on our investment management, click here
We offer special investment analyses, that do not fit into either of the above two services, based on an hourly rate.