Broker Check

Investment Management

Investment Management provides services working toward fulfilling client's defined risk, goals and objectives with a tailored investment strategy, manager selection, monitoring, reporting and performance measurement.

Known (addressed for all investors) Issues: Fee drag on returns, Return shortfall, ROI, risk analysis, allocation analysis, investment strategy
Unknown (unique to investor) issues: Changes in Marital status, addition of children, health, employment, family dynamics, unfunded liabilities