INVESTMENT MANAGEMENT

Development of an Investment Policy Statement, ongoing monitoring and rebalancing

Institutional investment opportunities: Dimensional Fund Advisors (DFA), AQR, and many others

Alternative investment analysis and recommendations

Customized bond portfolios: Brokered CDs and investment grade municipal bonds

Integration and advice on outside investment accounts and work-based retirement plans

Tax-loss harvesting

Assistance with Roth IRA conversions and recharaterizations

Account aggregation and on-demand performance reporting

Tax strategies for investment accounts