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 – the simultaneous use of 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, as well as to fixed income investments with actual maturity dates. Investments of this type have historically only been available at much higher cost and/or at much higher investment minimums.