Our Services at a Glance
- Advisor Assessment
- Advisor Search
- Forensic Portfolio Analysis
- Forensic Fee Analysis
- Portfolio Oversight
WealthCHECK is an intensive review, audit and analysis of your wealth management relationships and accounts. We vet your advisor(s), fees, strategy and implementation, asset allocation and product selection, to ensure fees are minimized and account managers and activities are appropriate for your objectives.
WealthMONITOR is a holistic oversight and monitoring of your wealth manager(s) and accounts they manage. We ensure continued implementation of the appropriate selected strategy, asset allocation, product mix and fee basis.
WealthMATCH is an efficient process to identify the ideal advisor for each client. We focus on identifying candidates who are best positioned to implement the client's specific goals at appropriate, transparent fees, while maintaining ethical standards and expertise in the investment solutions they offer.