Investment Consulting
INVESTMENT MANAGEMENT
- Core investment management services
- Ongoing investment management services
- Ongoing HAS communications
- Risk-profiling services
- Investment strategy updates
- Annual update meeting
INVESTMENT MANAGEMENT PLUS STAY-ON-TRACK SERVICES
This offering may be provided at to those clients with at least $3 million of assets placed under HAS’s management. This service offering includes the following:
- Access to specialized institutional fund managers
- Ongoing HAS communications
- Risk-profiling services
- Investment strategy updates
- “Where now” - Your Current Financial Situation (e.g. overview including personal financial statement)
- “Where to” – Your Destinations - Goals and Objectives Discovery. Identify and prioritize goals
- Tax Smart Strategies
- Portfolio Paychecks™ & Retirement Income Planning
- Update & monitor your progress to stay on track
- Update Communications
- Annual Update Meetings