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Asset optimization for true wealth, what makes us different?
Most financial professionals concentrate only on the client's
financial assets. We integrate the client's human, intellectual
and social assets along with traditional financial planning
techniques for optimizing financial assets to maximize the
true wealth of the entire family. True
Wealth defined.
We do not engage in traditional stock brokerage. We offer
sound investment advice based on traditional principals of
financial planning but delivered with cutting-edge technology.
Our managed accounts, also known as separate accounts, employ
multiple world-class specialist portfolio managers. Client
funds and securities are held in custody in the client's name
at a major bank or trust company approved by the client. Most
clients prefer to eliminate all transaction fees, custody
fees and reporting fees by retaining us on an annual flat
fee basis. Mutual Fund minimum is $250,000, Separate account
minimum is $1 million. All accounts are custom designed in
consideration of the client's risk tolerance, time horizon
and investment objectives.
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