Portfolio Management We believe in a holistic Financial Planning approach, therefore we advocate completing a financial plan to help guide discussions about risk tolerance and time horizon for portfolio management services. Therefore, if you engage us for portfolio management services, financial planning is included when managing at least $250,000.Our firm employs the following strategies in our investment approach: A globally diversified portfolio, which holds a combination of domestic, internationally developed and emerging market investmentsUtilize a quantitative, evidence-based approach to investing, grounded on historical market analysisMinimize trading fees and asset turnover can reduce drag on a portfolio performanceOur Portfolio Management services include: Determination of risk toleranceDevelopment of an investment strategyAsset allocationAsset selectionTrade executionRegular monitoringOptimal rebalancing strategiesPerformance reportingWe have a tiered advisory fee schedule for portfolio management that starts at 1.80% and scales down to 0.45% (annually) as one’s asset level increases. Join Our Community This page, along with even more exclusive content, is available to members of our community. We'd love to have you join us! First Name Last Name Email Address Thank you! Oops!