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
™ 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 budgeting
-Retirement community selection
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Crossgate does not serve as an attorney, accountant, or insurance agent. Crossgate does not prepare legal documents or tax returns, nor does it sell insurance products.