Customized Portfolio Management
We believe clients benefit from our dedication to customized portfolio management. Unlike some of our peers, we have more than predefined model portfolios into which every client account must fit. Each client situation is unique. Each client account can and should be individually structured. Thus, we are optimally sensitive to each client’s unique financial goals, objectives, and risk tolerance.
Open Architecture Platform
Our team has depth in all aspects of the investment process, from evaluating the vast landscape of fund managers to creating customized portfolios. Our expertise spans from traditional to non-traditional asset classes, and includes personalized investments if, for example, you are interested in socially responsible investing. Because we have a history of implementing multi-asset class investment strategies, we have developed direct access to investment managers across the country.
We accept no commissions or hidden fees for investing client assets with any investment strategy. We are invested in a personal relationship with you.
Exceptional Client Service
We serve a limited number of clients by design to ensure you will have a strong personal relationship with our thoughtful and attentive team who understand exactly what you seek.
Fee-Only Investment Advisory Services
The primary benefit of a fee-only advisor is the ability to provide objective advice and to research the universe of investment opportunities without being influenced by any potential benefits to the advisor. Next Generation Wealth Management was founded in 2005 using this model of objectivity.