Investor Client


Investor Clients seek professional knowledge, expertise and support to align their investment strategy with their financial goals.

Investor clients see the value in partnering with experienced Advisors to design, implement and manage an investment strategy, including investment research, analysis, and selection.

Investment Clients view professional management as a way to accomplish investment objectives while freeing up valued personal time.


Minimum investable assets: $25,000

Investment Management Advisor fees (annual) range from 0.95% to 1.00% varying with platform and investment structure. See Investment Fee schedule for details. Financial planning services are not included unless at least $300k is being managed, however certain engagements may include targeted financial advice.


Investor Clients design and implement an investment strategy appropriate to their situation, risk tolerance and goals.

Investor clients receive ongoing investment management guidance and service, which can include:

Investment goals

Risk tolerance

Investment strategy

Investment research

Investment analysis

Clients experience support and communication as it relates to investment management.

Important to this process is a qualitative discussion regarding client risk parameters. We follow a regular cycle to implement and monitor client.

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Investor Client