INVESTMENT MANAGEMENT SERVICES

We help you pursue your unique financial goals with our investment management services. We start with a thorough discovery process to find out your goals, attitude toward risk, and how your investments fit into your overall financial picture. Once we’ve determined the strategy that best suits your needs, we get your money working for you!
Through our active management we make changes on your behalf, as well as adjust our portfolios based on overall economic events and indicators. Our ongoing investment management includes periodic reviews with you to make sure your strategy continues to follow the path to your goals and make updates accordingly to stay on track. All of our investment strategies go through our values based screening process to invest in companies that are making a positive change in our society and avoiding those involved in known unethical activities. Not all investments and investment platforms can be screened, but we strive to do the best we can given the available investment options.

OUR MANAGED STRATEGIES

Our investment advisors offer multiple discretionary risk-based investment strategies to help you accomplish your long term goals. These strategies range from very conservative to moderate to aggressive.

Investment advisory fees for investment management range from 0.5% to 2%* annually depending on the amount of assets under management and includes financial planning.

* Additional fees may apply if ​client participates in a unified managed account program. Also additional fees apply to the underlying investments such as mutual funds and exchange traded funds.

OUR INVESTMENT PHILOSOPHY

Our overall investment philosophy incorporates the idea that market structures change over time, and in order to prudently manage risk, the investment strategy and process must adapt to reflect these changes.

Through our internal analytical process we identify investment options that fit a specific set of criteria based on our defined principles for investing. Once identified these investment options are purposefully integrated into diversified models designed with your needs in mind.

Holdings are comprised of a mixture of values based mutual funds and exchange traded funds (ETFs). These are managed in both passive low cost funds as well as active funds that the management has proven to have a high level of expertise that drives additional value.

OTHER ACCOUNT AND INVESTMENT OPTIONS

Brokerage accounts through TD Ameritrade
Stocks, Bonds, Mutual Funds, and Exchange Traded Funds
IRAs – Traditional, Roth, SEP, SIMPLE
401(k) Retirement Rollovers
Turnkey 401(k) Company Retirement Plans
403(b) Retirement Plans for teachers, clergy and other non-profit organizations
CDs – Certificates of Deposit
Defined Benefit Plans for business owners
Educational 529 Plans and Coverdell Education IRAs

* Guarantees are subject to the claims-paying ability of the issuing insurance company.

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