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Investment Management

Asset Management Options

Working with an investment advisor doesn't mean you give up control or have few options. We have access to dozens of strategists, including Blackrock, Fidelity, AssetMark and Baystate Wealth Management, to help us design a portfolio to fit your needs, whether you're:

  • a beginner who is just getting started,
  • an investor in the accumulation phase that needs to consolidate,
  • a retiree who needs to ensure you get the most from your savings during distribution years.

Below you will find our process, followed by a summary of our most popular options and links to the details.

Analysis

Once we determine your general investment needs, we discuss your risk tolerance and overall savings strategy, including:

  • Investment time horizon
  • Feelings around market volatility
  • Emergency cash savings
  • Sources of income
  • General investment knowledge


Customization

Next, we design a portfolio around your personal preferences:

  • Would you rather have simple, lower-cost strategies?
  • Is Impact Investing important to you?
    • Also known as Socially Responsible Investing
    • Also known as ESG (Environmental, Social, Governance) Investing
  • Do you have specific stock holdings you need to incorporate?
  • Are there other investments in your household that we need to plan around?

On-going Servicing

Finally, all investment advisory accounts come with:

  • Active, on-going portfolio management
  • An annual review meeting in-person or by phone
  • Periodic check-ins
  • A monthly newsletter with tips and important reminders
  • Assistance rolling over other assets, as needed
  • On-going monitoring
  • Personal Financial View website

These investment services utilize advisory accounts with fees charged as a percentage of managed assets, typically 1% to 1.25% annually, depending on customization. There is a $5,000 account minimum to get started.

Request a Complimentary Initial Consultation Now

Take a Peek at Some of Our Investment Choices

Put Your Money Where Your Heart Is

Many of us want to "vote with our dollars" by investing in companies that both share our values and can also offer the potential for earnings to help us meet our long-term goals.

Impact investing allows you some control of where your dollars go. Click below to learn more!


Learn More

Fortuna - Investing Made Simple

With Fortuna, by MML Investors Services, you work with your advisor, who understands your needs, and the potential of an advanced digital portfolio.

  • Personalized investing advice from your dedicated advisor
  • A customized digital portfolio
  • Confident, connected investing


Check Out Fortuna

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CRN202104-247006