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Investment Management

Our Philosophy

Your investment portfolio plays an integral role in your overall financial plan. It is the wealth building piece to the puzzle. We create, manage, and monitor personalized investment accounts for you. We oversee all phases of the management process from the initial planning to performance reporting.

Our philosophy takes on a long-term strategic approach to investing while mitigating expenses (investment management fees and taxes) using low cost, globally diversified investment options.

Tolerisk® uses a patent-pending process to analyze your Willingness and Ability to take investment risk and then combines them into a simple and actionable risk benchmark which is customized for you.

Understanding your unique Risk Tolerance is an important step in preparing for your financial future.

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Investment Management: Guiding you past today’s headlines

The Otium 8 factor model of Investment Management

COST EFFICIENCY

RISK TOLERANCE AND CAPACITY

TARGET ASSET ALLOCATION

TAX EFFICIENCY

GLOBAL DIVERSIFICATION

CURRENT LIFE STAGE

OBJECTIVES BASED INVESTMENT SELECTION

LONG TERM STRATEGIC MANAGEMENT

PORTFOLIO MANAGEMENT FEE

Regardless of your net worth, income level, or investable balance, we dedicate the same amount of
time, effort and expertise towards the management of your portfolio.

The fees stay the same as your balance grows

Flat Fee

No Minimums and No Limits
Discretionary
or Non-discretionary

$1200

QUARTERLY FEE

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Services include

Personalized assessment of financial priorities, time horizon, attitude to risk, recommended asset allocation, and optimal tax structure
Create investment management strategies using low cost exchange traded funds (ETFs)
Create and manage portfolio using your unique Investment policy statement (IPS)
Risk tolerance and capactity assessment
Integration with your financial plan
Portfolio rebalancing
Tax Loss harvesting (for taxable portfolios)
Monitor existing and potential investments
Annual Reviews

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Questions we will help address

Which is better suited for me: nondiscretionary or discretionary investment management?
Who will be managing my portfolio? And will I have access to the manager?
What type of investments will be placed in my portfolio?
Will you take my personal preferences into consideration?
Who will be the custodian of my investment management portfolio?
Will my portfolio get rebalanced periodically?
Will you be mindful of tax strategies while managing my portfolio?
Do I have access to my investment account(s) at all times?

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

SCHEDULE NOW