Our investment management fees are NOT based on a percentage of your investment assets. All clients pay us the same low-cost and transparent fixed fee for our services regardless of the size of your investment portfolio.
Complete investment management and advice.
Personalized advice.
Initial review of your financial situation, recommended asset allocation strategy and ongoing reviews and advice as needed.
Rebalancing.
Maintaining your target asset allocation strategy when the market causes it to shift is critical to a solid long-term investment plan.
Investment selection.
Globally diversified investment portfolios developed using low-cost asset class and index funds, adjusted to your personal situation.
Tax strategies.
Taxes are a cost to your portfolio. Help keep your taxes lower with asset location strategies, so you can keep more of your money.
Cash flow planning.
Advice in determining and implementing your retirement cash flow distribution needs or pre-retirement accumulation strategies.
Online access.
Online portal to monitor your managed accounts, asset allocation strategies, transactions and quarterly Firstmetric performance reporting.
Let us prepare an investment plan for you at no cost.
