Investment Management

I offer investment management to help my comprehensive financial planning clients implement their plans. There is no additional cost since this is included for free with their planning agreement. Values Added’s total cost for providing planning and investment management is well below the industry average for just investment management! Between a lower management fee and the superior fee and cost management in portfolio recommendations, Values Added typically charges less than half of what the average firm charges for this and just a third of what many firms charge. And yet, studies show that this approach has historically delivered better results.
I don’t typically accept investment management-only clients but let me know if that is of interest and I’d be happy to discuss it with you. Just use the contact me form at the bottom of this page or schedule an appointment to discuss your situation.

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