Investment Management

Helping Physicians Invest Successfully

When it comes to investing and building long-term wealth, you need to develop a sound investment strategy that you are comfortable sticking with in both good times and bad times. Market timing tends to result in very poor outcomes for the majority of investors who attempt it. Instead, it is important to focus on the things that are within your control: asset allocation, low expenses, and tax efficiency.

Our investment management services consist of:

Dedicated financial advisor
Unlimited access to your advisor
Investment portfolio selections range from conservative to aggressive
Low-cost investment selection
Asset allocation monitoring and rebalancing
Independent custodian selection, account transfer and implementation
Online client portal with daily portfolio tracking
Secure online client portal for digital storage of your important documents