PUTTING YOUR MONEY TO WORK

Your investment portfolio should target your unique financial objectives and reflect your specific level of risk tolerance. Our initial meetings, which might include you and any members of your financial team, are intended to define your personal needs and expectations.

Once the initial investments are in place, we will prepare a report for you after every calendar quarter. This quarterly report will show you the details and performance of your investments.

Our work together will usually be a work in progress. As time passes, your life will change, and thus your needs and goals may change. We will always be ready to alter the portfolio in response. Sometimes markets will be difficult, and sometimes they will be very rewarding. Throughout any market cycles, we will continue to work with you to maintain a disciplined, long term plan based on investment realities.

We will bill you for services performed at the conclusion of each calendar quarter. In most cases, our fee is ¼ % of all assets under management for each quarter.  For further essential details, please ask for a copy of our SEC disclosure documents, Form ADV Part II and Form ADV Schedule F.