Services Available to Investment Advisory Clients

  • Periodic portfolio reports with personal review
  • Portfolio performance calculations with benchmark comparison
  • Asset allocation and rebalancing
  • Aggregation of accounts
  • Investment selection and monitoring
  • Creation of an Investment Policy Statement (IPS)
  • Access to FinHub client portal
  • Annual meeting(Additional meetings as requested)
  • Tax planning, including year-end tax review
  • Retirement planning and projection
  • Estate planning
  • Education planning
  • Insurance review and recommendations
  • Financial advice for children of clients
  • Available for help with other personal financial areas such as:
    -Auto financing
    -Mortgage financing and refinancing
    -Personal finance budgeting
    -Retirement community selection