Advisor ReviewsWe analyze statements to ensure competitive fee structures, proper asset allocation and relative performance. ------------------------------------------------------------------------------------------------------------------------------- Report ConsolidationThrough our WealthManager software, we make all of our client’s financial information easy to view from one combined location in real time. Please click on the WealthManager link to view the software. ------------------------------------------------------------------------------------------------------------------------------- Advisor InterviewThroughout our existence we have encountered a vast portfolio of investment managers from the major brokerage firms down to local financial planners. We put each advisor we come in contact with through our interview process and they must meet stringent criteria before they are able to be interviewed by our clients. ------------------------------------------------------------------------------------------------------------------------------- Advisor MonitoringOnce our clients decide on one or more advisors, we track their quarterly performance and adherence to our guidelines. We also accompany our clients to meetings and join in on conference calls as needed. ------------------------------------------------------------------------------------------------------------------------------- |
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