Investment consulting is the core area that most investors view as the foundation of the wealth management process. This critical area consists of a thorough analysis of risk tolerance, return expectations, cash flow needs, asset allocation, manager selection, and tactical analysis. In essence, it is the construction of our clients’ investment portfolios.
As fee-only advisors, we are not constrained by the many conflicts of interest that often come into play for other advisors. Because we receive no compensation for the products we use, we research and analyze thousands of investment options in order to find investments that we believe are in the best interests of our clients. Through a collaborative process, we analyze their current investment portfolios, identify weaknesses and opportunities, and custom design new plans to help them better achieve their goals.