Our Ala Carte Service allows for a systematic piecemeal approach to investment
management. We offer investment advice on setting up a tailored
portfolio for your needs. We also offer implementation services; we
will trade your portfolio one time, but not provide ongoing investment
advice. These services are priced at a fixed rate; with a portfolio
review and tailored allocation costing $150/hr. One time trading of your
portfolio costs $1000 for portfolios with less than $1M in assets and 10bps for
portfolios above $1M in assets.
Contact us to arrange a consultation today.