Our fee-based asset management services provide the ideal opportunity to invest in the markets with the added value of professional expertise. As an asset management client, you will benefit from professional management and supervision — supported by extensive experience and intelligent research.
Our services for asset management portfolios include assessing the client's financial situation, including objectives, time horizon, and risk tolerance; determining an appropriate asset allocation mix; selecting money managers; actively managing the client's portfolio; and providing the client with comprehensive, easy-to-read reports to monitor portfolio progress.
Fee based services provided through Independent Financial Group LLC.