In most cases, investment management follows the completion of a financial plan that serves as the foundation for our work together.
We do the work to help you set up the appropriate investment accounts, consolidate existing accounts and invest them in a way appropriate to your unique circumstances. An Investment Policy Statement establishes written guidelines for how the portfolio is managed.
Investment accounts are held at Charles Schwab, a third-party custodian that provides independent confirmation of the safekeeping of your assets.
Once accounts are set up and invested appropriately, we will monitor and periodically rebalance to ensure your accounts remain consistent with your target allocations and risk level.
Other services include assistance with employer-sponsored retirement plans and year-round availability to help you address key financial issues as they arise.
Includes financial planning updates for clients who have more than $350,000 managed by Four Ponds.
