Investment Advisory Services
Comprehensive Investment Advisory Services
Our business is built on a foundation of thoughtful client relationships.
Continuous Investment Monitoring & Evaluation
Your investments should be more than investing in the markets without strategy or purpose. Our asset management programs are designed around you, your purpose for investing, your risk tolerance, your goals and time horizon. Our advisors provide a systematic process to help ensure your investments meet your desires.
Our asset management services provide a systematic framework of developing and monitoring your portfolio, on an ongoing basis. We help our clients use their assets in the most efficient manner for their situation and goals.
Knowing your assets are professionally managed on an ongoing basis, may free up time, allowing you to pursue the most important other parts of your life.
Review Appointments
A lot may happen over time. Your comprehensive review will ensure your financial goals align with your investment goals.
The review meeting is a time to see what is new with you, if any of your goals have changed, review what has happened, and review any steps needed to help you stay on course.
Personal Account Review
Our asset management services provide a systematic process of developing and monitoring your portfolio, on an ongoing basis.
Our Personal Account Review is a look beyond the components of your investment portfolio, to see how your entire portfolio is working together.
Your Advisor will provide a written summary detailing whether any changes are needed or if your assets are well positioned and staying the course is the most prudent strategy.
Tax Efficiency Analysis
Our portfolio Tax Efficiency Analysis review your current portfolio for opportunities to reduce or minimize tax consequence.
Risk Analysis
All investments carry some degree of risk, or uncertainty. In seeking higher return,
or reward, investors may take on more risk. Those with fear of market volatility may take on less risk than what is optimal.
Our Advisors use a mathematically determined process to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.
Risk analysis may help your portfolio match your investment goals and expectations.
We systematically check in with you to evaluate your current risk tolerance and determine if any changes to your portfolio are needed.
Portfolio Rebalancing
Rebalancing a portfolio is a systematic process of buying and selling assets to maintain the desired ratio among various asset classes. This helps ensure your portfolio is consistent with the amount of risk you wish to undertake and helps you stay on track to achieve your investment goals.
We systematically monitor your portfolio to ensure it stays aligned with your desired risk level.
Transaction Monitoring
Our Team monitors all financial transactions, from one-time events, to ongoing systematic transactions, like ongoing contributions or withdrawals from your account.
This pro-active approach allows you to Relax, knowing your transactions are completed as you expect them to be.
Tax Qualified Contribution Monitoring
Years of experience have prepared us to guide you through your life transitions.
Wealth Reporting
Your investment custodians provide statements of your individual accounts systematically.
Knox Financial Services provides our clients with Pershing X, an electronic tool that provides a comprehensive view of your assets in a consolidated format.
Required Minimum Distribution
We create strategies that are tailored to your needs and goals.
Qualified Charitable Distributions
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Beneficiary Review
A proper beneficiary designation ensures an efficient transfer of your wealth to your intended recipients.
Our Team systematically contacts you to review your beneficiary designations to ensure everything is up to date and as you intend it to be.
Forms Made Easy
Many processes no longer require paperwork, thanks to our technology. When a transaction requires paperwork, our Team creates signature ready paperwork, obtains your signatures, submits it for processing, and follows up to ensure your transaction is processed properly.