WEALTH MANAGEMENT
& INVESTMENT SERVICES
A DIFFERENT KIND OF RELATIONSHIP
An investment advisory relationship is generally a long-term professional relationship built on trust, personalized investment advice, and ongoing oversight of your invested assets. This form of investment management requires adhering to a "fiduciary standard of care," meaning that our team has a legal duty to provide investment advice in your best interests.
INVESTMENT ADVISORY SERVICES
Another critical difference in a wealth management relationship is that there is one client fee per account, typically a percentage of assets under management. The fee is deducted on a scheduled basis from the account.
OUR INVESTMENT PHILOSOPHY
Personalized Approach & Asset Allocation: For ongoing investment management, we will work together to determine what degree of customization and the complexity of the solutions offered is based on each individual client's needs.
Diversification: We strive to take a very diversified approach across a broad range of domestic and international asset classes.
Long-Term Horizons: Our investment approach is designed with the intent of creating long-term wealth. Although we monitor short-term trends and risks to our client's portfolios, we do not make long-term investment decisions based on these short-term factors.
Taxation Minimization Strategies: Taxes generated by holding or selling certain investments may have deleterious consequences on other areas of your financial plan, in addition to eroding the benefits of portfolio gains. This may be accomplished through asset location and asset allocation and other techniques designed to help minimize both capital gain exposure and income tax exposure.
Investment-related services are provided by MML Investor Services, LLC