Investment ManagementThe engine that drives the financial plan
Guide Investment Management
Expected return must be correlated to risk level.
Diversification will create protection for assets
Asset Location is as important as Asset Allocation.
Our goal will be to migrate your portfolio away from investments that are inherently costly, which may have been sold to you over the years. These can include certain types of high fee mutual fund, and other structured products. Additionally, we would want to diversify away excessive risk connected with holding single stock positions, until such time as your portfolio is robust and sizable enough to safely hold them.
We want to look at all your investments, and seek to find areas for optimization, this includes considering broader correlations, such as how inflows from employment, or from investment property might influence the brokerage portfolio.
Simplicity is the ultimate sophistication.
– Clare Boothe Luce
- $0 – $1,000,000 0.60%
- $1,000,001 – $5,000,000 0.30%
- Above $5,000,000 0.15%
Investment Management fees are often 0.99% or more [source PriceMetrix Page 5] At Guide, we believe that its time for that to change. For clients who only use our investment management service, our fee starts at 0.60% (60bps) and tiers down based upon asset size. Wealth Management clients pay a flat fee which ecompasses for Comprehensive Financial Planning and Investment Management services.