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PRODUCTS AND SERVICES:
Our product is the customized investment management
service. For individuals, we can provide services
for different types of investment portfolios such as
individual or family investment accounts, education
accounts, and various IRA accounts such as
traditional, Roth or SEP-IRA. We can provide
investment management services for company or
organization retirement plans and profit sharing
plans. In conjunction with other SRI retirement
plan providers, we can offer self directed 401(k)
programs.
TYPES OF CLIENTS:
- Individuals
- Individuals who recently inherited money
- Non-profit organizations
- Religious orders and institutions
- Businesses and companiesMINIMUM ACCOUNT SIZE:
The minimum account size is $300,000.
For those people with less than
this size, we encourage them to contact us and we
can guide them as to the best course of action and
referral. For those clients with portfolios of
above $150,000 but below the minimum, we may be able
to find a way for them to meet the minimum, and we
encourage them to contact us for a discussion.
OUR FEES:
We work on a fixed fee basis.
Our management fees are billed quarterly, in
arrears, based on the market value of the
investments managed. They are computed as follows:
| Account Assets |
Annual Fee |
| $300,000 to $1 million |
1 % |
| (portion of account over) |
0.8 % |
| $1 to $3 million |
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| over $3 million |
negotiable |
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