Our consulted portfolio service is suited to self-directed investors who thrive on experiential learning. After reviewing the investor's current positioning, we offer reflection and guidance to help push their approach to the next level.
We provide industry leading software that helps clients aggregate, organize, and analyze all their financial accounts on a single platform. This saves them time in their personal financial management, and helps them better understand what they own and how it is performing.
By developing ongoing dialogue, and focusing on our client's unique concerns and interests, we help sophisticated investors expand their skill set and refine their portfolios.
Areas of consultation include, but are not limited to:
- Portfolio Structuring
- Asset Allocation Strategies
- Fund Manager & Investment Review
- Fee Optimization
- Performance Analysis
- Tax-Deferred Guidance (401k, ROTH, Traditional & SEP IRA )
- Stock Option Plans, Equity Incentives
- Real Estate Modeling & Review
- Investment Related Tax Strategies
- Private Placement Analysis & Due Diligence
- Risk & Liquidity Management
Producing effectively with a minimum of waste, expense, or unnecessary effort.