Investment Only
Don’t have the time to manage your investments? Are you looking for professional investment advice? Our Investment Only service relationship is custom tailored for someone with this in mind.
Clients in this relationship prefer:
- Investment management as only focus
- Self-planning with no collaboration
- Meeting once a year
- Limited use of full team
This plan includes the services shown in the chart below.
| Investment Only |
|---|
|
Asset allocation analysis + rebalancing |
|
Portfolio performance analysis |
|
Fact-to-face review |
|
Online account aggregation |
|
Everplans |
|
Beneficiary review |
|
Digital education resources |
|
Risk tolerance assessment |
If you would like to be paired with an advisor based on their specialized skillset, please click the button above to provide us with a bit more information.
Mark Albright
CFP®, CRPC®
John Arndt
CFP®
Cole Dimond
CRPC®, APMA®
Andrew Dibble
Michael Ward
CRPC®, AAMS®
Brent Bloomer
CRPC®, APMA®
Jeffrey Ostrander
CFP®, CRPC®
Zach Zarda
Mark Albright
CFP®, CRPC®
John Arndt
CFP®
Cole Dimond
CRPC®, APMA®
Andrew Dibble
Michael Ward
CRPC®, AAMS®
Brent Bloomer
CRPC®, APMA®
Tonya Lore
CPFA, MBA
Jeffrey Ostrander
CFP®, CRPC®
Michael Richards
APMA®, CDFA®
If you would like to be paired with an advisor based on their specialized skillset, please click the button above to provide us with a bit more information.
