Comprehensive Retainer Fee-Based Wealth Management entails working with clients to identify their lifelong goals, and implementing the core financial strategies to achieve them. It’s an ongoing commitment comprised of developing a customized financial roadmap best aligned with their
The comprehensive Retainer Fee-Based Financial Planning & Wealth Management we provide involves the coordination and execution of four specialized types of financial planning:
We offer Multi-Method Investing® services, which simultaneously use multiple investment methods to capitalize on four different types of market environments, allowing the addition of a whole new layer of diversification to portfolios:
In addition to the passive strategic asset allocation approaches, we offer the investor access to highly active liquid, low-cost, transparent alternatives to hedge funds and private equity. Investments of this type have historically only been available at much higher cost and/or at much higher investment minimums.