Investment Consulting – Introduction

Investment consulting refers to the following services:

  • Portfolio Assessment – providing an assessment of the arrangements you currently use to manage your portfolio; and
  • Manager Search – if the need for a portfolio manager is determined, identifying other possible arrangements through a manager search.

The proper management of a portfolio can significantly improve future wealth. Our team of independent & certified financial planners can provide a truly objective opinion on the management of your portfolio because we do not maintain any assets under management ourselves.