Investment Management, Financial Planning and Special Analysis
We provide fee-based investment management and financial planning. We are also available to do custom analysis to help you with your investment decisions.
As fiduciaries, your interest is foremost in our minds. We design and manage model and custom portfolios to meet your financial goals, risk tolerance, tax considerations and investment constraints. Portfolios may consist of mutual funds and ETFs, as well as individual stocks, bonds and options. We can help you with your taxable investments as well as IRAs and retirement and college savings plans.
We believe that money should have a purpose and that the foundation for growing, managing and preserving wealth is often best built with a plan. We use Moneyguide Pro with a focus on retirement planning. Moneyguide Pro uses goals based planning, so there is not a lot of homework for you, like digging up old statements or completing detailed monthly cash flow worksheets. Fees for planning may be flat or hourly. Planning fees may be waived for clients or households meeting certain thresholds.
Individuals often require specialized services, such as portfolio analysis, college savings decisions and analysis of their public or corporate pension plan options. An example of this is whether to convert to the Connecticut Employees Retirement System Hybrid Plan. We have strong analytical capabilities and consider it a privilege to assist with these decisions.