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Portfolio Building & Maintenance

We will initially build your personal investment portfolio based on your risk tolerance and available investment choices. We will then continue to monitor it making sure it is appropriately allocated.

Investment Monitoring

Daily monitoring of your investments through our research and associated companies’ research will ensure your portfolio continues to work for you.

Monitoring Investment Choices

We continue to monitor any new investment choices as they arise, making sure your portfolio is invested within the best investments available.

Statements & Communications

Portfolio reports and quarterly statements are available via internet and mailed annually to you. Access to your account via the internet is also available 24/7.

Account Reviews

We will schedule appointments with you as necessary to answer any questions and to discuss your complete financial picture.