Investment Management
We are in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a Client regarding the investment of Client funds based on the individual needs of the Client. Through personal discussions in which goals and objectives based on a Client's particular circumstances are established, we develop a Client's personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation targets. We will also review and discuss a Client’s prior investment history, as well as family composition and background.
Some qualitative benefits of professional advice include helping clients manage emotions during the ups and downs of the market, and engaging with outside professionals such as attorneys and CPAs to provide advice that is complementary to other aspects of a client’s financial picture.
Pricing: Cost ranges from $1,000 flat annual fee to 1% depending on account value. When investment advisory services are used, and at least $1,000,000 of assets are under management by MC, comprehensive financial planning services will be included in the investment advisory fee.
Some qualitative benefits of professional advice include helping clients manage emotions during the ups and downs of the market, and engaging with outside professionals such as attorneys and CPAs to provide advice that is complementary to other aspects of a client’s financial picture.
Pricing: Cost ranges from $1,000 flat annual fee to 1% depending on account value. When investment advisory services are used, and at least $1,000,000 of assets are under management by MC, comprehensive financial planning services will be included in the investment advisory fee.