Advisory Services
Thoughtful guidance for the wealth you’re building.
Your investments represent more than assets; they support your family's priorities, your long-term goals, and the legacy you want to shape. Our advisory services are designed to ensure your portfolio receives the level of attention, oversight, and strategic insight it deserves.
Whether you prefer hands-on involvement or value the perspective of a seasoned professional, we offer flexible, high-touch solutions aligned with your needs and the complexity of your financial world.
A strategic approach to managing wealth
Significant wealth often requires balancing several priorities at once, including, retirement, education, charitable initiatives, and multi-generational planning. Ensuring your investments are thoughtfully managed is essential.
Some clients enjoy making their own investment decisions and have the time and expertise to closely monitor their portfolios. Many others choose to work with a professional, knowing their investments benefit from disciplined oversight, clear strategy, and access to institutional-level insights.
Advisory programs can provide an efficient, coordinated way to manage the responsibilities that come with meaningful wealth.
Two ways to access advisory support
1. Professionally Managed Portfolios
With a professionally managed account, you delegate day-to-day investment decisions to an experienced portfolio manager—sometimes your Financial Advisor. They manage your portfolio on your behalf, using a disciplined framework aligned with:
- Your long-term objectives
- Your time horizon
- Your risk tolerance
- Your broader investment plan
This approach can save time, streamline decision-making, and can help ensure your strategy remains aligned with your goals.
2. Collaborative Guidance
If you prefer to stay actively engaged, we work alongside you, providing objective advice grounded in your needs, market conditions, and your overall wealth strategy. You remain the decision-maker, with our expertise supporting each buy, sell, or hold choice.
A fee-based structure
Advisory programs typically use a transparent, fee-based structure, often charged quarterly as a percentage of assets under management. This differs from a traditional brokerage account, where commissions apply to each transaction.
A fee-based approach supports an ongoing advisory relationship and aligns our guidance with your goals.
A broad selection of investment solutions
We offer a comprehensive suite of advisory programs that support a variety of investment approaches.
- Mutual funds
- ETFs
- Individual equities and fixed income
- Professionally managed portfolios
- Alternative and commodity-based investments
Your Financial Advisor will help you determine which program and investment mix best support your strategy.
Next steps
Consider whether you would benefit from professional oversight in managing your investments.
Schedule a conversation with us to explore the advisory programs that best align with your needs and vision.
Fees for the [Quantitative Choice / Fundamental Choice / PIM] program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the advisory disclosure documents for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.
Connect With Us
Let's start the conversation
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.