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Managed Asset Program

Let us develop and manage a strategy for you to simplify investment monitoring and trading, increase efficiencies and improve communication. Together we will provide clients boutique quality portfolio management services with institutional class capabilities.

Our investment process is strategic, yet tactical, with a focus on downside risk and a goal of helping clients grow but protect their assets based on their specific and unique circumstances. Our investment due diligence process has been in place since 1987.

We offer services to meet your needs and comfort level including …

  • Consistent investment process
  • Transaction and fee optimization
  • Tax optimization
  • Concentration position management

The level of access that you will have to the investment management team is unparalleled through…

  • Quarterly economic webinar with Q&A
  • Recurring monthly calls
  • Timely situational strategy sessions
  • Support for client meetings or sales presentations

We have Resources.

Let us know how we can work together to reach your goals.