While we prefer to serve our clients by providing the full range of financial planning services, we can also function as your investment manager. We start by determining your risk tolerance, time frame and investment objectives. This forms the basis for an appropriate target asset allocation unique to each client. Existing assets are adjusted (with tax consequences in mind) over time to meet target asset allocation. On an ongoing basis, our services include:

• Continuous monitoring of investments
• Portfolio rebalancing and asset mix reallocation
• Manager review and replacement
• Quarterly written reports to clients
• Periodic meetings with clients