Investment Management

Our consultative approach to the investment planning process concentrates on your individual needs and expectations. Your portfolio will be unique. Together, we will determine your current and long-term goals and analyze both your time horizons and personal level of risk tolerance. Once this is done, we will suggest the asset allocation that matches your needs, recommend changes to your present portfolio, and help you select specific investment choices or professional portfolio managers. Lastly, we can monitor your portfolio management and investment returns.

And, worth repeating: We are independent, fee-only advisors. The only revenue we receive is from the client. We do not earn or accept any commissions, rebates, 12(b)-1 fees (unless rebated back to a retirement plan), referral fees, or other remuneration either direct or indirect based upon our recommendations. We accept no product provider incentives. You can be confident our recommendations are based entirely on your needs and that we will advise you with only your success in mind.

INVESTMENT MANAGEMENT SERVICE LEVELS:

When you work with us, you decide how involved you want to be.

  • Basic Wealth Building. Designed for those who prefer the online independence and simplicity of managing their own investments. Opening an account is fast and easy, and your investments will be managed using asset allocation models comprised of low-cost funds.
  • Custom Wealth Building. Created for investors who prefer a personal advisor to help with ongoing guidance, have multiple accounts, and who need both tax and investment planning advice.
  • Specialized Wealth Building. Similar to Custom Wealth Building, but specially designed for clients with particular needs such as business ownership, complex financial and tax situations, and estate, insurance and/or retirement planning.

For more information, please contact Ginny Stanley or Paul Madrid.

FACT SHEETS

Client Service Levels
Investment Advice and Asset Management for Tribes
Investment Advice for Tribes
Portfolio Analysis and Asset Allocation