Risk Management Advisory Services provides personalized investment portfolio management and ongoing investment supervisory services. Risk Management Advisory Services works with individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. During the onboarding process, Risk Management Advisory Services gathers data on each client's goals, time horizon, risk tolerance, and liquidity needs to develop a personal investment policy. Portfolios are managed on a discretionary basis, meaning Risk Management Advisory Services makes trades without contacting the client beforehand. Investment recommendations generally include mutual funds, variable life insurance, and variable annuities, using fundamental analysis and long-term or short-term purchase strategies. Risk Management Advisory Services does not offer standalone financial planning services.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.