Investment Advisory fees provide you with the following services:
- we will exercise continuous supervision of the assets under our management
- we will select, buy, monitor, and exchange mutual fund shares, or other securities in accordance with our understanding of your circumstances, objectives, market, economic data, and other applicable criteria
- we will apply due diligence to our process and carefully research and evaluate the individual investment securities
- you will receive a comprehensive, semi-annual performance review that will detail your entire portfolio's return
