The Complete Investment Solution ™

Overview

In this turnkey solution based on nearly 25 years of proprietary research, we’ve identified the structure, systems, support, and discipline we believe are needed to optimize a portfolio. The cornerstone of this package is our 3D Fusion Approach™. This is how we seek to align your financial needs, investment goals, and risk temperament with market conditions. After we attain alignment fo ryou, we work to maintain an optimal balance between your goals and the prevailing investment climate. This solution is part of our Wealth with Ease® System, which is the core of all three of our service packages.

Features & Benefits

• Portfolio Enhancement Plan™. The first thing we do for you is create a Portfolio Enhancement Plan. The plan aims to transform your portfolio until it meet  our standards of excellence in seven key areas: Advisor, Custodian, Efficiency, Diversification, Management, Monitoring, and Customization.
• Portfolio Snapshot and Advanced Analytical Reports. To give you clarity, our Portfolio Snapshot Reports show the strengths and weaknesses of your current portfolio and the enhanced features of the portfolio we recommend. Our Advanced Analytical Reports offer a detailed look at each holding to support our recommendations.
• Advanced Information Management and Trading Technologies. In our view, typical brokerage statements and trading platforms have flaws that hinder portfolio management. Our platform employs technology that improves the acuity of our monitoring and our trading capabilities. We monitor all transactions and provide you with timely performance and tax reports. Our trading system has advanced cash management and rebalancing features critical to timely and efficient trading.
• Discretionary Portfolio Management. Once you define your equity/fixed income target range and cash reserve target, we take the helm. We implement the investment plan you approved. We also rebalance your portfolio as needed and adapt it to changes in the investment landscape as well as changes in your goals or needs.
• Internet Access and Regular Reporting. You can sign up (via the custodian) for Internet access and email notifications and statements or have reports mailed to you. Each quarter, we send you our exclusive Optimal Portfolio Report™ and Market Commentary Report. These reports offer further clarity about the performance of your portfolio. They also share our insights into the current and pending economic and investment conditions.
• Regular Investment Review Sessions and Email Alerts. We use email alerts to keep clients apprised of our thoughts and actions. We also recommend semi-annual investment review sessions. They provide time to discuss your portfolio in more detail and brief you on our views of investment risks and opportunities. They also allow you to convey any changes in your goals or situation that might alter our advice to you.
• Unlimited Access to Advisors and Support Staff. Our entire team is here to assist you with any matters concerning your portfolio. You area phone call or email away from the service or expertise you need.

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