Flexible

Services are offered ala carte, you can select only the services you need for the period of time you need them. You can choose a one-time model construction or you can elect annual portfolio monitoring and reporting. You could choose a defined project or a full suite of investment management services. The only limitation is that I do not place trades. I can provide you with a draft blotter, but only the advisor can execute transactions. This provides you with a powerful advantage, complete control over the investment process.