Portfolio Management For Flat Fee Financial Planning
Portfolio Management Philosophy
We believe in using low cost index-funds and ETFs as the foundation for our portfolios. The research shows that keeping management fees low is key to maximizing the return of the portfolio. We complete a risk analysis with every client that incorporates their personal goals, risk tolerance, and investing timeline. Diversification is another core component of our portfolios, which allows us to deliver higher risk-adjusted returns for our clients. Finally, all of this is summarized in a personal Investment Policy Statement that each client receives. The IPS acts as our “north star,” guiding clients to stay the course through moments of market volatility.
Cost: Included in the $10,000/year flat-fee