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