Continual Investment Analysis
Continual Investment Analysis is a service for people who seek investment-oriented advice.
This service pays particular attention to crafting a strategy for your investment portfolio. After our initial meetings, we will plan to meet quarterly to make necessary adjustments to your strategy.
This service includes:
Goal setting
Comprehensive analysis of your financial and investment situation
Risk tolerance
Aligning client values with investment strategies (such as Environmental, Social, Governance (ESG) funds or charitable giving to nonprofits)
Crafting of an investment policy strategy and ongoing investment management
Goal Setting
Goal setting and determining risk tolerance are critical to developing an investment strategy. While it’s simpler than ever to create an account at an online brokerage and start investing, the key to feeling secure and at peace about where you are going is to align your financial plan with clearly articulated goals. We work extensively at the beginning of the process to craft personal and family goals.
How do fees work with continual investment analysis?
VCFP will help manage your investments while keeping in mind your goals, personality, and lifestyle. In doing so, VCFP will bill you an annual fee based upon the the range of your assets being managed as seen in the image to the right.
Say you have $350,000 being managed by VCFP, then every quarter you will be billed the annual fee prorated to the quarter of the year. So, $2,000 / 4 = $500.
All fees are negotiable.
