ONGOING INVESTMENT MANAGEMENT
We then work with you to conduct periodic reviews of both your goals and your investment portfolio. 

We analyze your finances and investments to measure progress toward your goals and to determine whether your portfolio needs to be reallocated.  We also manage the required transactions with your custodian if you choose to work with us on a discretionary basis.

As always, your individual needs guide our work with you.  A review may be required as your personal goals and situation evolves (a new job, an addition to the family), or as time and market changes cause the underlying holdings in your portfolio to become out of alignment with your objectives.