Our investment advisor representatives provide asset allocated portfolios that are customized to a particular client. First, model portfolios are created by our team of experts within our Investment Strategy Committee (ISC). Then, our investment advisor representatives work with our ISC to tailor an investment strategy to meet our client’s investment objectives.

The portfolios are managed on an ongoing basis using the model asset allocation best suited for your accounts. We pay special attention to each client’s personal situation in relation to taxes or particular securities. Our compensation is directly tied to your results based on a fee and not commissions. In addition to a normal monthly account statement, we will provide you quarterly performance appraisals to help you assess your results.

There are no hidden agendas or fees. All mutual funds are purchased and sold on a no-load basis (mutual funds that pay 12b-1 fees will be credited to your accounts). Purchases and sales of any stock, bond, ETF, or UIT are also transacted without any sales commissions. Your asset management fee covers all trading, administrative and investment advisory fees for your accounts.

The Wealth Management Services portfolios are comprised using a mix of mutual funds, ETF's, stocks, bonds, UIT's and separate account managers. The composition of each client's portfolio is dependent on their personal goals and objectives for the account.

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