Investment Management Service

Expertly managed investment solutions guiding your journey to financial independence.

Let's Talk

Our Approach

We provide discretionary portfolio management tailored to your financial needs.

Whether you’ve completed a comprehensive financial plan with us or are jumping directly into investment management, we ensure your investments are aligned with your goals.

Our expertly managed solutions adapt as your financial landscape evolves, supporting you on your journey to financial independence.

Discretionary Portfolio Management

Our investment management service offers a comprehensive, hands-off investment experience tailored to your unique financial situation.

This service is ideal for clients who prefer to delegate the day-to-day management of their investments to experienced professionals, ensuring their portfolios are managed proactively and strategically.

What’s Included

Personalized Investment Policy
Financial Plan Integration
Quarterly Review Meetings
Transparent Reporting
Managed Model Portfolios
Need-Based Portfolios
Tax-Efficient Investing
Strategic Rebalancing
Online Client Access
Discretionary Portfolio Management

Investment Vehicles

Here are few common investment vehicles that are available to your investment manager:

We develop portfolios by investing in equity and fixed income securities that are aligned with the level of risk you’re prepared to assume and your specific investment objectives.

Our strong relationships with financial institutions, brokerages, and investment companies allow us to seek out the best execution pricing available.

Stocks
Bonds
Mutual Funds
Exchange-Traded Funds (ETFs)
Money Market Securities
Real Estate Investment Trusts (REITs)
& more!

Our Investment Philosophy

Our investment philosophy is centered on the following key principles:

Focus on high-quality businesses, not stocks

We believe in investing in excellent, growing businesses for the long term, recognizing that we are buying ownership rather than merely purchasing stocks. This perspective shapes our patient, long-term approach.

Value creation through innovation and management

We seek future-focused businesses with strong leadership that can navigate growth through innovation. We believe well-managed, growing businesses will increase in value over time, benefiting our clients.

Personalized portfolio balancing

As part of our risk management strategy, we gradually incorporate fixed income into our clients’ portfolios to balance growth and income based on their evolving retirement needs and risk preferences.

Long-term, integrity-focused perspective

With transparency and honesty, we maintain a long-term perspective, focusing on durable growth drivers rather than short-term market fluctuations.

By adhering to these core principles, our investment philosophy enables us to construct personalized portfolios aiming to deliver stable growth and income over the long term while adapting to each client’s changing needs.

Investment Management Fee Schedule

Our fee structure is designed to provide value and transparency, ensuring that clients understand the costs associated with our services. We offer a tiered fee schedule based on your assets under management (AUM), which reflects the level of customization and service provided at each tier.

Assets Under Management

$0 to $3,000,000
$3,000,001 to $10,000,000
$10,000,001 and Above

Annual Percentage of Assets Charge

1.25%
1.00%
0.75%

Additional Details:

*Firm Minimums

The minimum annual fee for investment management is $6,250 based on a minimum account value of $500,000.

Discount for Plan Clients

Clients who have previously purchased a comprehensive financial plan and invest $1 million or more in assets will have their first year of fees reduced by the amount they paid for their financial plan.

Holistic Services

Our fees cover all aspects of our asset management offering, including portfolio development, ongoing management, regular reviews, and client support.

Why Choose Investment Insight

Selecting the right advisor is crucial to achieving your financial goals. Our expert-led planning, backed by over 20 years of industry experience and advanced tools, give you the confidence to make informed decisions.

With Investment Insight, you’ll benefit from:

Expert-Led Financial Planning

Holistic Financial Analysis

Educational Resources

20 Years of Experience

Advanced Planning Tools

Premier Client Support

Let's Talk

FAQ About Investment Management Service

Here are some of the most common inquiries about our asset management services to help you better understand what we offer and how we can assist you in achieving your financial goals.

What are investment management services?

Investment management services involve professional management of assets, such as stocks and bonds, to help clients meet specific financial goals.

What is a normal investment management fee?

Typical fees range from 0.5% to 2% of assets under management, depending on the firm and services offered.

Are investment management fees worth it?

For many, fees are worth it due to the expertise, strategic planning, and potential for optimized returns that professionals bring.

Can I pay someone to manage my stocks?

Yes, many investment managers and financial advisors offer stock management as part of their services.

Is investment management the same as financial services?

No, financial services is a broader industry that includes banking, insurance, and financial planning, while investment management focuses on growing assets.

What should I consider when choosing investment management firms?

What should I know about the investment management industry?

It’s a competitive, regulated industry that offers a range of services, from passive investing to active portfolio management, tailored to different financial needs.