What we think

Do you offer Investment Supervisory services?

by Peter J. Creedon

Yes. We may recommend your account be managed by our firm through our investment supervisory services under a non‐discretionary agreement. The engagement typically includes: 1) Determination of 2) Risk Tolerance. 3) Investment strategy. 4) Investment guideline development. 5) Asset allocation. 6) Asset selection. 7) Regular monitoring. 8) Periodic re-balancing.