Services & Fees

 

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Products & 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.

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Our Clients:
 

  • Individuals
     
  • Individuals who recently inherited money
     
  • Non-profit organizations
     
  • Religious orders and institutions
     
  • Businesses and companies
     

 

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Minimum account size:

The minimum account size is $250,000.
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:

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