Investment Advisory Services Options

1. Asset Management
   For those clients who wish to have LongPoint Financial Planning be responsible for their on-going portfolio management, we design separately-managed portfolios based on the above investment philosophy. Discretionary asset management fees are based on the level of assets under management. There are no minimum assets or net worth requirements.
   
   
2. Model Portfolio Services
   Model asset allocation portfolios are developed with a quarterly written commentary for the client's decision to implement or not, at their choice. Subscribers to this service have access to the model portfolios and analysis via a password-protected portal on our website.
   
   
3. Ad-Hoc Non-Discretionary Investment Advice
   This hourly consulting service provides an as-needed customized review of the client’s portfolio. These meetings have a two hour minimum requirement.

 

Investment Philosophy and Style | Portfolio Construction