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Management & Advisory Service Plans

Investment
Review

  • A review of all the investment fund options offered by your plan provider

    • (Equity & Fixed Income)​

  • A review of your current portfolio of investment fund elections.

    • (Equity & Fixed Income)​​

  • A review of your client evaluation form to assess your risk tolerance & time horizon.

    • (You will receive this form in an email after purchasing an advisory or management plan.)

  • Please Note: The Investment Review is included in the Advisory Service & Management Service Packages.​

Advisory service

  •  Following the Investment Review process (included in this plan), recommendations will be made to you for changes to your current investment elections.

    • Example -Your plan provider may automatically start you in fund A & B or you may have chosen them and we may recommend changing to funds C, D, E & F.

      • We will provide you with the reasons for the advised changes to your current portfolio.

  • Recommendations will be made to you for investment direction of your future contributions.

    • Example - You may be contributing 5% of your paychecks bi-monthly to your account and half goes to fund A & the other half to fund B. We may recommend 30% to fund C & D and 20% to fund E & F.

      • We will provide you with the reasons for the advised % changes to future contributions.

  • Please Note: The advisory service plan requires you to physically make the changes in your account that we recommend to you.

    • If you want us to do the changes in your plan for you, please choose the advisory & management plan.

  • This plan is only a one time fee! Then you are eligible for the Check-up & Rebalance plan going forward.

Management
Service

  • Following the Investment Review process (included in this plan), recommendations and changes will be made to your current investment elections.

    • Example -Your plan provider may automatically start you in fund A & B or you may have chosen them and we will make the recommended transfer into funds C, D, E & F for you.

      • We'll provide you with the reasons for the changes we make to your current portfolio.

  • Recommendations and changes will be made to the investment direction of your future contributions.

    • Example - You may be contributing 5% of your paychecks bi-monthly to your account and half goes to fund A & the other half to fund B. We may recommend and change it to 30% for fund C & D and 20% for fund E & F.

      • We will provide you with the reasons for the % changes we make in allocating of future contributions.

  • Please Note: In the management service plan, we make all of the investment recommendations and the changes for you within your account. 

    • If you want to just get advice and make the changes yourself to your account, please choose the advisory service.

  • This plan is only a one time fee! Then you are eligible for the Check-up & Rebalance plan going forward.​

Check-up & Rebalance Service

  • This plan involves a Check-up of your current investment elections combined with taking into consideration current market conditions.

  • Recommendations or adjustments will be made to Rebalance your current investment elections and adjust your future contribution allocations.

  • Please Note: AFTER purchasing the Advisory Service or Management Service, you will be eligible for the Check-up & Rebalance Service going forward.

    • We recommend this service every 4-6 months. ​

After we Receive your inquiry

  • We will email you an Investment Questionnaire

    • Please fill it out and submit it.​

  • We will review your Questionnaire and then contact you to discuss your investment plan.

    • We look forward to helping you!​

Business Meeting throught the Window

Still unsure which plan to choose?

  • For first time customers - you have two options:

    • Advisory Service - (Includes Investment Review) - We tell you which funds to select, what % to allocate to each fund & what % to allocate to future contributions; you input all the selections into your plan.

    • Management Service - (Includes Investment Review) - We log into your plan for you,  select the appropriate funds, allocate a certain % to each fund and allocate a certain % to future contributions.

  • Returning customers only need to purchase the Check-up and Rebalance Plan going forward. 

    • If you initially purchased the advisory service, we will do a check-up on how your funds are doing and give you the rebalancing recommendations to input yourself

    • If you initially purchased the management service, we will do a check-up on how your funds are doing and also log into your plan and rebalance it for you

  • If you are still unsure or have any questions, don't hesitate to contact us and we'll get back to you ASAP.

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