INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Professionally managed portfolios tailored to your goals and values.

Are you tired of keeping up with the markets, wondering if you could be doing more with your investments, and feeling stress about your financial future? We can help.

Our experience in portfolio construction, tax impact management, and retirement account regulations allows us to provide you ongoing investment oversight. Client accounts are held securely at TD Ameritrade Institutional where we have access to thousands of exchange traded funds and mutual funds. Our Investment Management service begins with a 15-minute phone call to discuss what services you are looking for, what your goals are, and whether it would make sense to consider hiring our firm to manage your family’s investments.

Portfolio Construction

Creating your portfolio's foundation.

  • Drafting a written investment strategy
  • Selecting low-cost investments
  • Tax-efficient portfolio structuring
  • Choosing between Traditional and Roth IRAs
  • Designating beneficiaries
  • Setting up automatic contributions

Portfolio Management

Ongoing support to keep you on track.

  • Quarterly market updates
  • Intelligent management of the investment-related taxes you pay
  • Rebalancing your portfolio as needed
  • Tracking performance of your investments
  • Answering any questions you have

Retirement Withdrawals

Generating a paycheck from your savings.

  • Constructing an income-generating portfolio
  • Establishing retirement account withdrawals sent straight to your checking account
  • Understanding Required Minimum Distributions and Qualified Charitable Distributions

PRICING

Investment management fees range from 1.00% to 0.70% of the managed account value annually. Fees are billed on a pro-rated, quarterly basis.
We do not receive any commissions or other hidden fees. 

Clients who maintain accounts valued at $250,000 or more managed by our Investment Management service are eligible to receive our Financial Planning services at no additional charge. 

Want to work with us?

(208) 249-9255

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© 2018 Retire Sensibly LLC. All Rights Reserved.     |     Privacy Policy & Disclaimer     |     ADV Disclosures 

Want to work with us?

© 2018 Retire Sensibly LLC. All Rights Reserved.
Privacy Policy & Disclaimer | ADV Disclosures