Delegated Asset Management
Starts at $4,500 annually
- We get you set up with the appropriate investment accounts and consolidate your existing accounts with an easy, all-digital process in most cases.
- We will devise and implement a tax-aware portfolio of investments expertly managed to fit your risk and return objectives while aligning with your values.
- Your Investment Policy Statement establishes written guidelines documenting how the portfolio is managed, along with your long-term financial (and, optionally, social) goals.
- Your investment accounts are held at Altruist, a third-party custodian and broker-dealer that provides independent confirmation of the safekeeping of your assets.
- Once accounts are set up and invested appropriately, we will monitor and periodically rebalance to ensure your accounts remain consistent with your target allocations and risk level.
- Other services include assistance with employer-sponsored retirement plans and year-round availability to help you address key financial issues as they arise.
- Comprehensive Financial Planning with annual updates is included for all clients regardless of the dollar amount of assets managed by Your Best Path.
- You receive:
- Quarterly reporting with online access to account statements and reports,
- Handling of account transactions, including IRA contributions and any required distributions,
- Handling of charitable gifts of securities, and tax reporting assistance for those gifts,
- Annual (or more frequent as desired) check-ins to review and make any updates to goals, investments, and strategy.
- Your investment strategy will be tightly integrated with all aspects of your financial plan.