Investment planning and management only

This service option is ideal for clients who want professional management of their investment portfolio but do not require broader financial planning. It’s a good fit if you’re confident managing other areas of your financial life but want to delegate the day-to-day investment oversight.

How It Works

The AUM service option is focused on investment planning and portfolio management. We’ll design and manage a strategy aligned with your goals, risk tolerance, and income needs. This option is ideal if you’re looking for professional oversight of your investments but prefer to handle the rest of your financial life independently. Fees are based on the assets we manage on your behalf.

Who It’s For

This service option is best for clients who:

•  Prefer hands-off investment management
•  Already have a solid financial plan in place
• Want a lower-cost option focused on investments only

what's included