Investment Consulting

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
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