Investment Administration
Professional management of your investment transactions.
If you’re like many of our clients, you would prefer to delegate the day-to-day
management of your investments to our professional advisors. On your behalf, we
make investment purchases and sales to allocate your funds based on your risk objective.
When you reach age 70½, we will manage the Required Minimum Distributions from your
Individual Retirement Accounts. Distributions from your portfolio will be made directly
to your checking, savings or other accounts, according to your wishes.
Using a disciplined methodology for asset management, we adjust your portfolio as
needed to maintain the course you have set.