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Our Portfolio Advisory
service is intended for clients who wish to work together with a
portfolio manager to put into affect a long-term
investment strategy based upon individual goals and needs.
Your
advisor works with you to optimize
your strategy based upon your risk
tolerance, return expectations, and
market conditions. This
affords you the opportunity to take
advantage of a professional
portfolio manager's knowledge and
experience while still having your
own investment account, rather than
pooling your money with others in a
mutual fund type arrangement.
Your
IAM portfolio manager monitors your
account on a quarterly basis and
makes changes as necessary, always
in keeping with the overall
investment strategy. This strategy
is outlined in your
Investment Policy Statement and
updated as necessary on a yearly
basis. You receive a
comprehensive yearly performance
review, monthly statements and on-line access to your account.
For
less than the cost of many mutual
funds, our portfolio advisory
service provides a personalized
investment strategy based upon your
specific investment goals. Unlike
with mutual funds, you always know
which investments you hold in your
portfolio and you are not
constrained to any investment
category.
Click here for more information
on our investment process
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