Once we have created a financial plan, you have the option to utilize our team for your ongoing investment management. Services included:

• Manager and security selection

• Tax loss harvesting

• Ongoing due diligence for portfolio managers, risk mitigation, and expense management

• Portfolio rebalancing

• Cash flow management

• Facilitation of Required Minimum Distributions

• Facilitation of Qualified Charitable Contributions

• Roth conversion strategies & implementation

• Tax-sensitive and socially responsible investment strategies

• Coordination with your CPA to ensure careful tax planning

• Coordination with your estate planning attorney to ensure optimal charitable giving

Depending on the size and complexity of your portfolio, you can expect to meet with our team 1-2 times per year to discuss your investments.