We utilize individual Stocks, Corporate Bonds, U.S. Treasury Bonds, Municipal Bonds, Exchange-Traded Funds (ETFs), Mutual Funds, and Real Estate Investment Trusts (REITs).

We conduct ongoing analysis and portfolio rebalancing to maintain proper asset allocation.

Additionally, we collaborate with your CPA and Estate Planning Attorney to ensure tax efficiency, asset protection, and comprehensive planning for your future.

All assets managed are held at Fidelity Investments.

Fees vary from 0.25% to 1%, depending on the assets under management.