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Jumping with Excitement

INVESTMENT MANAGEMENT

Save time by outsourcing your investments so that you can spend more time on what really matters to you. We will get to know you, implement a portfolio that meets your needs, and continuously monitor and adjust it as necessary.

We believe in efficient, low-cost portfolios that respond to market conditions. We do not pick "hot stocks", day trade, short-sell, use leverage, or trade options. Instead, we maintain discipline and seek increased risk-adjusted return over long time frames.

You will no longer need to worry about:

  • Which accounts to use

  • How much risk to take

  • Which asset classes to invest in

  • Which funds to use

  • Rebalancing

  • How to invest additional funds

  • Keeping a long term and disciplined approach

  • Responding to market conditions

PRICING

We charge a blended annual fee based on the amount of Assets Under Management (AUM).

 

For example, a client with $250k would pay 1.0%.

No asset minimum. Minimum quarterly fee is $600.

Assets Under Management
Annual Fee
First $1.2M
1.00%
Balance Above $1.2M
0.50%
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