We offer investment management to help our comprehensive financial planning clients implement their plans. Ongoing investment management tends to create significant value for investors. There is a famous white paper that quantifies the value that advisors add and finds it to be about 3% annually (though it depends on the year). We don’t know what the future holds but can help you position your investments to align with your goals, your values, and help you to thrive in a variety of conditions.
We don’t typically accept investment management-only clients but let us know if that is of interest and we’d be happy to discuss it with you. Just use the contact form at the bottom of this page or schedule an appointment to discuss your situation.