WEALTH MANAGEMENT
We serve as a wealth manager to a select group of successful families.
EMERALD ASSET ADVISORS
WEALTH MANAGEMENT PHILOSOPHY
EXECUTIVE SUMMARY
- Regulated by the Securities and Exchange Commission (SEC)
- An Asset Management “Boutique” – “High-Touch” Service
- Dedicated Investment and Service Team
- Flexible and Adaptive Portfolio Management Approach
- Primary Custodian: Charles Schwab & Co.
- Minimum Annual Advisory Fee: $20,000
We provide a wide variety of services; either in-house or via outsourcing to capable third parties we have worked with successfully over the years. Our menu of services is as follows. Click on any of the services to learn more about our approach.
IN-HOUSE SERVICES
INITIAL PLANNING STAGE
Goal Planning
Risk Tolerance Analysis
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INVESTMENT MANAGEMENT STAGE
Asset Allocation Strategy
Personalized Portfolio Design
Portfolio “Phase-In” Process
Customized Portfolio Strategies
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MONITORING STAGE
Ongoing Portfolio Management
Aggregated Asset Reporting
Responsive Client Service
Ongoing Education and Communications
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