Ongoing Investment Management
Ongoing Investment Management
Minimum $500,000 with TPWA
Are you looking to spend less time on managing your investments? Do you want a trusted, licensed professional proactively strategizing and managing your investments? Do you want to ensure you are not missing out on investment opportunities?
What You'll Get:
- 4 quarterly strategy meetings
- Ad hoc meetings as necessary
- Deliverables with investment recommendations from a licensed professional
- Portfolio analysis of current holdings
- Objective advice tailored to your goals
What We’ll Do:
- Identify risk tolerance and investment goals
- Evaluate your current holdings and investment strategy
- Provide investment recommendations and perspective
- Monitor securities and drift
- Help you implement trades and make changes to your retirement accounts
- Review alternative investment options
- Evaluate tax-efficient investment options
Every quarterly strategy meeting will:
- Evaluate performance and make adjustments to your portfolio
- Incorporate new trends
- Schedule next engagement or courtesy call
Plus, add on our Financial Planning Essentials within 12 months and get $500 off!