Asset management means our manager buys and sells funds that best suit your personal investing needs. From our experience, our clients have the most success with investing when they have an outside manager buy and sell funds for them.
Most people that do not work in personal finance do not have time to study the market day after day and make informed decisions. Moreover, many non-
On the other hand, clients that use an outside manager to manage their investments for them do not have to worry about making trades and buying and selling stocks and bonds. Instead, the clients can focus on what they need to be doing: putting money in the account on a monthly basis and talking to their investment professional when they have a question or concern.
In short, we manage money for clients so they do not have to.
We charge a .5% -
Click here to learn more about our Active Management For Your Investments philosophy.