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Investment Advisory Services

“If you can’t measure it, you can’t manage it.”

It is not uncommon for a physician to work and invest for twenty years, with no idea what the end result will be.

A collection of unrelated 403(b), 401(k), IRA, 457 and ORP accounts may add up to a lot of money in a spreadsheet, but the lost opportunity due to lack of organization and direction can have a lifelong impact.

We work closely with clients to develop a coordinated and intentional asset management plan, through five critical steps:

  1. We obtain a written Investor Profile to guide us in making decisions that are consistent with your personal objectives, risk tolerance and time horizon.

  2. We develop an Account Structure Proposal that identifies the optimal number and type of accounts.

  3. We construct an Investment Policy Statement that establishes guidelines for making decisions and creates a benchmark for the aggregate portfolio.

  4. We organize and engage your portfolio, according to the now established guidelines.

  5. We monitor and report your progress, every calendar quarter.

Our stringent and objective criteria, allow us to remain objective in our decision making and provide you with unbiased recommendations at every point in the relationship.