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Investment Management

Investment Management

*Investment Minimum: $250,000 for Investment Management Only*

*Reduced to $100,000 for clients who engage in Financial Planning*

Whether you're starting from scratch, considering your options for a retirement account from a past employer, or investing other money, we'll walk you through your options and help you get everything set up. As long as you're our client, we'll review your investments with you at least annually.

How your money gets invested

Most of our clients are in "advisory" accounts, meaning a fee is charged based on the value of the account(s) we manage for you. No additional commissions, 12b-1 fees, or platform fees are charged on these accounts.

We primarily use mutual funds and ETF's, depending on what the investment goal is. We do not trade individual stocks or invest any client funds in cryptocurrencies. We are not entirely against these investment options, but they are not tools we use for our clients.

*We do have other "tools in our tool belt" outside of advisory accounts, such as 529 accounts for college savings, annuities for guaranteed income or protecting your money, etc. If one of these tools is a fit for you, we'll discuss in further detail.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.

Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.

Financial planning offered through LPL Financial, a Registered Investment Advisor. 

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