Professional Portfolio Management Services
We are a fully licensed Registered Investment Advisor who provide full-service portfolio management through our Investment Advisory Services Department. These services are provided for an annual fee, charged quarterly. Account size minimum is $50,000. The fee ranges from .75 % - 2.00%, depending on the size and complexity of the account.
We will work with you to determine your risk tolerances, time horizon, other specific concerns you may have and then create a portfolio designed for your needs. We then manage the accounts on a “discretionary” basis. That is, you leave the investment decisions and changes in our hands. We will then meet with you as frequently as you like to review strategies and make any necessary adjustments. We are also experienced in creating socially responsible managed portfolios.
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2161 Delaware Avenue Suite C Santa Cruz, CA 95060 |
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