• ​Active Portfolio Management(percentage fee applied to assets under advisement; no commission-based product sales; $400,000 minimum portfolio size with exceptions) utilizes our proprietary global allocation model
  • Family Office Financial Management (flat monthly fee)​ oversees all client investment accounts, insurance matters, legal matters, tax matters, financial statement updates, discretionary spending activity, bank account and credit card statement activity monitoring, bills payable, major asset purchases and sales, debt negotiation and timely preparation of tax returns. For a comprehensive listing of Family Office related services 
  • General Financial Counseling (hourly rate) presents clients with wealth accumulation and/or preservation strategies and includes the development of practical spending plans. Specialty includes pre and post divorce situations. 
  • ​Small Business Financial Management (flat monthly fee) performs a Treasurer outsourcing function for small client-owned businesses.