Customized implementation of an Investment Policy.
Establishment of appropriate accounts and related account transfers.
Active tax and cost-efficient investment portfolio management of assets,
Monitoring and management of investments selected for implementation.
As necessary, rebalancing, policy and/or strategy modification.
Quarterly detailed written reviews of the client’s investment portfolio(s) under our management.
As requested, implementation of cost and tax efficient liquidations for unanticipated cash flow needs.
Provision of preliminary tax information (e.g. realized and unrealized gains, taxable interest and dividends) for client’s tax planning.
Maintain and update, as requested, a "Capital Needs Analysis", an analytical process that evaluates the likelihood of meeting stated goals, based on the client assets, liabilities, and relevant economic assumptions. This analysis is typically updated on an annual basis - more often if the client experiences a significant unanticipated life transition or a dramatic change in market conditions.