Asset Management
Premiere Asset Management services utilizing a multitude of money managers. Asset Management is handled by me with input from my team. Once a risk tolerance and model are selected, all investment allocation decisions are handled on a discretionary basis and managed with your best interest in mind.
Asset Management
Premiere Asset Management services utilizing a multitude of money managers. Asset Management is handled by me with input from my team. Once a risk tolerance and model are selected, all investment allocation decisions are handled on a discretionary basis and managed with your best interest in mind.
Fee Based Vs. Commission
As a fiduciary, I feel it is important to take away any potential conflicts of interest. The majority of the assets I manage are in what are called “Fee Based” accounts. I charge a percentage of assets managed based upon a sliding scale that decrease as the balance increases. Since the percentage I charge is flat, if my client’s account balances grow then so does my income. If the account balance falls, then my income drops. Fee Based account make up over 95% of my annual revenue, so I watch my portfolio’s on a daily basis and receive detailed reporting every month on performance.
Investment Options
I use Fidelity Investments as a custodian for your assets and their subsidiary, National Financial Services, LLC. I focus on cost efficient investment options and a typical portfolio will have a mixture of mutual funds, exchange traded funds, and individual stocks. I believe in having investment diversity and I utilize certain managers for specific purposes.
Proactive Recommendations
As I review accounts, I am always looking to see if investments are optimized and if any changes should be made. I collaborate with two Certified Financial Analyst’s (CFA) at my Broker Dealer, Geneos Wealth Management, as well as colleagues in my G5 Financial Group, to create various models based upon risk tolerance and the amount of assets invested. Should I want to change an investment within a model, I reach out to my trading team and I can change investments within all my model accounts almost immediately. This allows me to move quickly when there is opportunity or fear in the market.
Transparent Reporting
All clients receive statements from Fidelity. However, during review meetings, I share a performance report detailing all fees charged and your net rate of return. I feel it is important to have transparency around fees charged, which is something that sets me apart from the competition.
Business Retirement Plans
As a small business owner, I know there are many options when it comes to setting up a retirement plan for your business that can be potentially confusing. Should you do a 401(k)? A SEP IRA? A SIMPLE IRA? A Profit Sharing Plan? My in depth knowledge allows me to ask questions to determine the best type of program for your specific goals and needs. If you have an existing plan, I can see if there might be a different provider to utilize in order to provide cost savings and/or better investment options as well.