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Investment Management Services

We offer a broad range of fee-based investment programs to meet the needs of every investor. Performance reporting is included to provide you with a clear measure of progress toward your financial goals.

  • MarketGUARD Asset Management Service - Recommended for conservative investors seeking long term growth or income, with capital preservation.   Portfolios are invested in those asset classes that research indicates offer the greatest potential for return, given acceptable levels of risk. As market conditions change, portfolio allocations are adjusted to minimize volatility, protect capital and take advantage of new opportunities to capture gains. Portfolios offered include Growth, Balanced, and Income. The minimum account size is $25,000. Click here to learn more about MarketGUARD.
    • Custom Portfolio Service - Recommended for higher net worth investors who desire a completely customized management program. Assets are managed according to each client's specific investment objectives. The minimum account size is $1 million. 
       
    • Separate Accounts - Custom portfolios of individual securities are available from nationally recognized portfolio managers at reduced account minimums.

    Our compensation is based on your portfolio value ($250,000 minimum), so we have a strong incentive to grow and protect its value.

     Fees vary according to the type of services selected and level of assets under management.    


    Retirement Planning Services 

    Our retirement planning services     begin with an in-depth discussion to understand what is important to you: your personal goals, financial objectives and the risks you wish to avoid. We then gather and analyze data pertinent to your situation, so we can provide objective guidance to help answer questions such as:
     
    •  How can I structure my portfolio to generate monthly income?

    •  How much income should I take to avoid outliving my assets?

    •  What rate of return do I need on my investments?

    •  How and when should I take my IRA distributions?

    •  Are my investments properly diversified?
     

    We provide solutions in an understandable report, complete with supporting details and recommendations for action.

     
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