Investment Consultation

Asset Allocation

When was the last time you looked at your accounts holistically with a target asset allocation in mind? If it’s been a while or never, sounds like it’s time for a portfolio check in. Most people have accumulated a variety of accounts such as 401(k)s, 403(b)s IRAs, and brokerage accounts over the course of their careers. Many of us manage each of these accounts individually. Let’s make sure your overall asset allocation matches your risk tolerance and time horizon and puts you on track to meet your goals.

Investment Recommendations

Once we’ve determined your goals and appropriate asset allocation, we can select suitable assets with a focus on minimizing investment expenses and taxes. You’ll come away from the process with a to do list to implement any recommended changes.