Do you offer Portfolio Management services?
Yes. You may choose to engage our firm to implement investment strategies we recommend. Depending on your risk profile, goals and needs, among other considerations, an investment portfolio will involve the employment of one or more strategies as well as either a broad range or more narrowly focused choice of investment vehicles. Where appropriate, we will prepare written investment guidelines reflecting your objectives, time horizon, and tolerance for risk. These guidelines will be designed to be specific and provide future guidance while allowing flexibility to work with changing market conditions. We will also account for any reasonable restrictions you may require for the management of your account. It remains your responsibility to promptly notify us if there is any change in their financial situation and/or investment objective for the purpose of our reviewing, evaluating or revising previous account restrictions or firm investment recommendations.