Investment Management Overview
Saving and investing is a key part of most everyone’s financial plan. Accumulating wealth and then managing it to grow and last for a lifetime is much more challenging. Life is busy and the financial world is complex. Most people find that their greatest talents are in areas other than finance. They don’t have the time, knowledge, or the interest in managing the hard-earned money they have accumulated.
For over 30 years, TrustWell has been helping clients with our investment management services. We take the time to build you a custom portfolio that is aligned to your goals and objectives.
Every client has their own advisor or team of advisors who will work with them to evaluate the right approach for their financial situation. Your advisor(s) will talk with you through:
- setting your investment goals
- determining risk / loss tolerance
- building an appropriate asset allocation
- monitoring / rebalancing the portfolio on an ongoing basis
We are an independent firm and we do not sell annuities or insurance products. The only income we receive is from the quarterly fees paid to TrustWell for ongoing management. We have the unique ability to give you investment advice that is completely unbiased and use whatever investment vehicles make the most sense for you.
You Are In Control
We have chosen Charles Schwab as the third party custodian for our client’s accounts. The account we will help you open at Schwab will be yours and you will have full-control of it at all times. Your statements will come from Schwab and you will have 24/7 access to view your portfolio on their website and app. You simply give us permission to manage the investments, deduct the quarterly management fee, and assist with distributions on your behalf.
