What is investment management?
Considerations for these activities may include, but will not be limited to:
Wealth Management Consulting
For a long time, in order to receive professional guidance on your investment portfolio, you needed to turn your portfolio management over to a financial professional. While this may make sense for many clients, others may prefer to maintain control of things like final investment selection, trade execution, and custody of assets for personal reasons.
That’s why we’ve added Wealth Management Consulting to our practice. Wealth Management Consulting is a great fit for those who prefer to maintain control over their own portfolios but occasionally would like a professional opinion on investment selection or risk exposure, or for those who would like assistance with financial projects outside of asset management.
Our consulting services are designed to assist with the challenges that arise from the accumulation, transfer, and distribution of assets. Such services may include: