Our Services

We take the time to understand our clients’ goals and objectives and tailor specific strategies to accomplish these items. We look at all of a client’s assets, not only those managed by TEAM, to provide a holistic investment approach. Understanding a client’s complete financial picture everything a client has allows us to determine what advisory services they need.

Portfolio Management

Our primary focus is providing clients with on-going, continuous investment management. We analyze existing portfolios and make recommendations to create a unique strategy guided by our client’s individual Investment Policy Statement. We recommend securities, buy and sell them and monitor their performance through the investing cycle.

For clients new to investing or with limited funds to dedicate to investing, we offer model portfolios. Our model portfolios are carefully constructed and constantly evaluated by our portfolio manager and staff. Each model client goes through our initial review process and is assigned to one of three asset allocation model portfolios based on their investor type.

Financial Planning

Our financial planning services are an integral part of our clients’ portfolio management. We guide clients through the process of setting and achieving financial goals through all of life’s stages and make certain our clients fully understand the process. Whether planning for retirement, paying for an education or caring for an aging parent, we work with clients, their tax professionals and estate attorneys to develop effective financial strategies for their investments.