We provide proactive behavioral investment counseling and timely investment strategies by way of ongoing management or flat fee packages.
What We Do:
Ongoing Investment Management
$500,000 minimum with TPWA
Ongoing investment management can be a suitable option for those who want to spend less time managing their investments. Our advisors will proactively manage your portfolio while evaluating and implementing new investment strategies.
- 4 quarterly strategy meetings with ad hoc meetings as necessary
- Deliverables with recommendations from a licensed professional
- Identify risk tolerance and investment goals
- Evaluate your current holdings and investment strategy
- Provide recommendations and perspective
- Monitor securities and drift
- Help implement trades and make changes to retirement accounts
- Review alternative investment options
- Evaluate tax-efficient investment options
- Incorporate new trends