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Investment Management

We work with a third-party manager and custodian for investment management. We are well-equipped to guide and help you create the right investment portfolio for yourself, which balances your investment goals and risk tolerance. 

Our Fee Structure

We are passionate about providing our clients with financial advice that is removed from conflicts of interest, which is why we opted for a flat-fee subscription model.

In many cases additional support and guidance is needed for a client’s investment portfolio, so we do offer investment management under a separate fee structure based on the portfolio value. 

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