FAQ

Perhaps we can manage it directly, depending on what firm your employer uses to administer its plan. However, in any case we can assist you in devising as solution that encompasses your workplace plan with your overall portfolio allocation needs.

Yes. All clients can enroll in Account View, our 24/7 home to access up to date information about their accounts, including investments held, transactions, activity past statements and tax documents

Certainly, with your permission we are happy to share information with your other advisors. Our goal is to work on your behalf in any way that brings you closer to your goals. We have relationships with many local attorneys and tax folks

Yes. Today many clients have both taxable and tax deferred investment accounts. The selection of investment categories to hold in each type of account as well as the timing of purchases and sales can have an impact on taxes and thus on investment returns. It is always our intention to consider taxation as a part of our management process and often work with client tax professionals to uncover special situations.