Investment Manager Selection and Monitoring

We do not manage money ourselves. We either help you find an investment manager whose style and temperament closely resembles your own, or through our extensive network of investment advisors, we suggest a structure to be implemented by your existing advisor.

Since we have several clients with similar objectives, some prefer to have us work more closely with a few, select investment counselors. By carving out certain marketing expense components from the investment counselor, we have successfully eliminated the cost of financial planning. And in addition to financial planning (since we have no connection to the investment counselor, we independently monitor our client's portfolios - to ensure the managers continue to achieve their expected targets.