Investment management isn't for everyone - but it can be an ideal solution for individuals seeking a structured, comprehensive process for managing their investments and financial affairs.

At Alberty Asset Management, our investment management services are all-inclusive. In addition to portfolio management and investment consulting, we provide unlimited financial and retirement planning, investment tax analysis, and assistance with wealth transfer and charitable giving.

Individuals whose busy lives limit their ability to focus on day-to-day investment decisions and financial issues often find that delegating portfolio management can be a huge relief.

As part of the investment management process, we provide the following specific services for each of our clients:

• Develop an individualized investment strategy that is consistent with the client's financial goals and tolerance for risk.
• Create an Investment Policy Statement that becomes our benchmark for all portfolio management decisions.
• Consolidate account data to provide aggregate portfolio performance statistics.
• Plan for cash flow and retirement distribution needs throughout the year.
• Identify and take advantage of opportunities to minimize taxes.
• Regularly monitor investments and reallocate the portfolio as needed.
• Provide quarterly performance reports and market commentary.
• Prepare realized gain and loss, income, and expense data for year end tax preparation.
• Coordinate with other professional advisors.
• Offer unrestricted advisor access by phone or email with a minimum of one personal meeting per year.

Investment management services are provided on a fee-only basis. Management fees are calculated as a percentage of total assets invested per household. Fees are billed quarterly and are based on the portfolio value the last day of the quarter.

<< back to services