Services
Investment Management
Customized, unbiased investment advice to help protect and grow your wealth.
Our investment philosophy
Our investment philosophy is to manage your money in low-cost, tax-efficient, globally diversified portfolios for the longer-term. Based on a well-defined criteria, we allocate and rebalance portfolios at the household level (as opposed to at individual account level). We will continuously monitor your portfolio and rebalance as needed.Â
Develop IPS
Once you decide to work with us, we request you to answer a few simple questions related to your risk tolerance. Based on the risk profile and other data we collect from you, we will then develop an Investment Policy Statement (a.k.a. IPS) unique to your specific situation. The IPS will serve as a guiding document for us to allocate a portfolio to your accounts, as well as the ongoing monitoring and rebalancing.
Allocate Portfolio
We do not believe in one-size fits all approach. We will carefully analyze various factors that are unique to your circumstances, such as – your risk tolerance, risk capacity, tax situation, and time horizon. Based on the results of our analysis, we will assign one of our proprietary portfolios to your household accounts. On a case by case basis, we will develop custom portfolios to handle specific client situations.
Rebalance as needed
Rebalancing helps manage risk. In order to maintain your established asset allocation close to the target, we periodically rebalance your portfolio. Our rebalance strategy involves setting allocation bands to individual investments in your portfolio, reviewing on a regular basis, and rebalancing as and when investments go out of band.
Here is how our process works
Pricing
We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.
What you get
- Investment goals and priorities
- Risk-based Portfolio allocation
- Global diversified Investments
- Tax efficient Asset allocation
- Investment Policy Statement
- Help to consolidate accounts
- Consolidated statements
- Performance reporting
- Unlimited access to Advisor
Tier Pricing
Upto 0.25% of Account value per Qtr- First $2 Million                     0.25%
- $2 Million to $3 Million             0.20%
- $3 Million to $5 Million            0.125%
- $5 Million and above            Let’s talk
Transparent Pricing Models for Every Need
Other Services
We are a one-stop source for all your financial needs. In addition to Investmetn Management, we offer comprehensive financial Planning, and tax services as well.
Financial Planning
College Savings Analysis, Employee Benefits review, Retirement Planning, Financial Goals, Investment Analysis, Estate Planning, Insurance Review, Debt Management
Tax Related Services
Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies, Tax Preparation, Help with Tax Issue Resolutions
