Separately Managed Accounts

Security and Transparency

Grow Your Wealth, Your Way.

A separately managed account is a portfolio of individual securities managed on your behalf by our Certified Financial Professionals.

You own the individual securities, which can provide the ownership, control, and transparency you deserve while giving us the discretion to act on your behalf as your fiduciary. Your accounts are not commingled with others and are in your complete control. We’ll work with you to structure the portfolio of low-cost index funds, ETFs, and zero commission products that realize your goals and is in line with your risk profile.

However,  that’s just the beginning.

We will meet regularly with you to make certain that we are on track to meet your goals and your expectations. There, our CFP® Certified Financial Planners will explain to you the fees charged during that quarter, but, more importantly, they will show you the value we added to your portfolio to earn those fees.

Our Four Model Portfolios


Aggressive Equity: Model Portfolio

Aggressive Equity is most appropriate for investors who are willing to accept above-average volatility in the pursuit of excess market returns.  Cumulative outperformance of 125.02% versus benchmark S&P 500 TR 2013-June 2018.

Outperformance

125.02%

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Moderate Growth: Model Portfolio

Moderate Growth is suitable for investors who can accept some level of expected stock market volatility while seeking above average growth. Cumulative outperformance of 87.27% versus benchmark 70% S&P 500 TR  + 30% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

87.27%

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Balanced : Model Portfolio

Balanced Portfolio is suitable for investors that need growth but want to diminish volatility and stock market exposure. Cumulative outperformance of 37.10% versus benchmark 50% S&P 500 TR  + 50% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

37.10%

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Conservative : Model Portfolio

Conservative Portfolio is designed for investors who want positive inflation-adjusted returns with a minimum level of stock market exposure. Cumulative outperformance of 36.97% versus  benchmark 30% S&P 500 TR  + 70% Barclay Aggregate Bond Index  2013-June 2018.

Outperformance

36.97%

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