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Investment Management Services

Investment Management Services: We will implement a customized investment strategy utilizing independent research that is not influenced by corporate back offices or investment banking conflicts of interest.  As your investment advisor, one of the ways we are compensated is based upon asset management fees so that our compensation is directly linked to your investment performance. Should a client wish, we provide the following reports and services to our investment management clients (where applicable):

  • Compound and Periodic Backtesting of Proposed Investment Strategy
  • Monte Carlo Simulations for Range of Returns for multiple time periods
  • Account Depletion Probability Ranges
  • Contribution and Withdrawal Impact Projections
  • Return and Standard Deviation Projections
  • Periodic account Rebalancing
  • Quarterly Benchmarked Performance Reviews
  • Other customized reports upon request

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