Investment Advice

The Fundamentals

Some individuals prefer to make their own investment decisions but want professional guidance along the way. For these situations, we offer investment advisory services on an hourly basis.

This service is well suited for investors who want help with specific questions or projects. Before we begin, we agree on a scope of work and provide an estimate of the time required. Clients are billed after the work is complete. This flexible structure allows you to receive advice without committing to ongoing portfolio management.

Examples of investment advice include:

• Review an existing portfolio

• Evaluate a mutual fund or ETF

• Analyze a security

• Determine an appropriate asset allocation

• Acting as a “second opinion” to assess the work of another adviser