Service Platforms
The Silver Key
For those who...
…want to develop and implement a basic investment policy that is appropriate for their asset level and needs and/or have investable assets over $100,000.
- Annual In Person Review Meeting
- Quarterly Performance Reporting
- On Demand Reporting
- Weekly Virtual Communications
- Invitation to Client Education Events
- Consultation with outside professionals on a referral basis
The Gold Key
For those who...
...want to develop and implement a personalized investment policy that is appropriate for their asset level and needs and/or have investable assets over $250,000.
- Semi-Annual In Person Review Meetings
- Quarterly Performance Reporting
- On Demand Reporting
- Weekly Virtual Communications
- Invitation to Client Education Events
- Consultation with outside professionals on a referral basis.
The Platinum Key
For those who...
...want to develop and implement a personalized investment policy that requires a higher level of interaction and/or have investable assets over $500,000.
- Tri-Annual In Person Review Meetings
- Quarterly Performance Reporting
- On Demand Reporting
- Weekly Virtual Communications
- Invitation to Client Education Events
- In-House Concierge service with outside professionals
- Invitation to Client Focused Events
The Diamond Key
For those who...
...want to develop and implement a sophisticated and personalized investment policy and requires our highest level of interaction and/or have investable assets over $750,000.
- Quarterly In Person Review Meetings
- Quarterly Performance Reporting
- On Demand Reporting
- Weekly Virtual Communications
- Invitation to Client Education Events
- In-House Concierge service with outside professionals
- Invitation to Client Focused Events
- Invitation to serve on Client Advisory Board