Ongoing Support. When working with you on an on-going basis, we address many financial issues that come your way at no additional cost; all additional planning and ad-hoc projects are covered by your quarterly investment management fee. Our experience is that when you are not being billed by the hour, you are less reluctant to pick up the phone and call us for help—and the earlier and more involved we are, the more we know about you and the better the job we can do for you.

Tax Matters. One of the nicest things about working with us is how much simpler your life will be with regard to taxes. Our portfolio management system provides the capital gain and loss reports you need to file your tax return; we can send these reports either quarterly (for those who pay quarterly estimated taxes) or annually. No more shuffling through boxes of confirmation slips, trying to calculate your cost basis, determining whether the gain or loss is short- or long-term; our reports take care of all of this for you. While you always receive tax reports (e.g. 1099s) from your broker, we also receive electronic copies, and can send these to you or your CPA as needed.