Investment management

  • Customized Responsible investment strategy

  • Tax aware rebalancing and risk management

  • Aggregated performance reporting and mobile App

  • Full access to Financial Planning services (see below)

  • Independent third-party custody of your assets at TD Ameritrade Institutional


Financial planning

  • Sustainable personal finance: budgeting, assets and liabilities

  • Account aggregation and mobile App to view personal net worth

  • Financial goal modeling: education, large purchases, retirement and legacy

  • Investment review for retirement plans

  • Philanthropy, Donor Advised Giving




Transparent pricing

  • Percentage of assets under management for Investment Management

  • Flat fee for Financial Planning