The focus of our fee based managed accounts is generating superior long term performance for our clients. Due to its non-commission based structure, Managed Accounts discourage a transactional approach to money management while rewarding long term asset performance.
Fee-Based Money Management and financial planning benefits include:
- Stronger client relationships.
- Minimization in conflicts of interest.
- Lower Costs.
- Our fees may be tax deductible (check with your tax advisor).
Fee-Based Accounts can be classified in two main categories:
- Equity.
- Fixed Income.
Each category can be subdivided based on the following criteria:
- Capitalization ranges.
- Style Management (e.g.value or growth).
- Risk/Return Objectives.
- Investment Quality.
- Geographic Region.
Links of interest: