Investment Management

We keep your money working for you so you don't have to work so hard for your money.

Ongoing Management Services (OMS)

  • Implementation of recommendations from Comprehensive Financial Plan
  • Baselining of all assets
  • Monitoring of all assets under our management
  • Advice and Ranking, including 401k Tracking, provided on assets not available for transfer
  • Buying and Selling (called Trading) to provide for your cash flow
  • Performance Monitoring to ensure value
  • Invoiced and Billed quarterly
  • Fees are based on assets and are detailed in the OMS Fee Schedule