Asset Management Services
Personalized Investment Management Focused on Long-Term Results
At Personal Financial Solutions, our asset management services are built for individuals and families who want a disciplined, cost-efficient approach to investing. We assist you in selecting customized portfolios based on your goals, time horizon, and comfort with risk - while providing clear guidance and ongoing oversight.
Our focus is not short-term speculation, but long-term investment management designed to help you grow and protect your wealth over time.
A Thoughtful, Customized Investment Approach
Portfolio Design Tailored to You
We select personalized investment portfolios designed around your financial objectives, risk tolerance, and timeline. Each portfolio is built with purpose, professionally designed and managed solutions.
Mutual Funds & ETF Selection
Your investments are selected using a disciplined process that emphasizes diversification, quality, and cost efficiency. We primarily utilize mutual funds and exchange-traded funds (ETFs) to help manage risk while pursuing long-term growth.
Access to Leading Investment Firms
Portfolios include investments from respected firms such as Vanguard, Fidelity, Goldman Sachs, and BlackRock, selected based on suitability—not commissions.
Ongoing Monitoring & Portfolio Adjustments
Markets change—and so do life circumstances. Your portfolios are professionally managed as needed to keep your investment strategy aligned with your objectives.
Personalized, One-on-One Guidance
You work directly with an advisor who understands your situation and is available to answer questions, explain recommendations, and provide clarity throughout the investment process.
Annuity Review & Cost Evaluation
If you currently hold an annuity, we can review your contract and determine whether a more flexible or lower-cost alternative may better support your long-term strategy.
Our Asset Management Process
- Clarify Goals & Time Horizon:
We begin by understanding what you want to achieve and when you will need your money. - Evaluate Risk Tolerance:
Your comfort with market volatility helps guide portfolio design and investment selection. - Develop a Customized Strategy:
We create a plan designed to align your investments with your long-term goals. - Implement the Plan:
Once approved, your strategy is implemented efficiently and securely. - Review & Adjust Over Time:
We review your portfolio at least annually and make changes as needed to stay on track.
Virtual Online Appointments are Available.
Get a Clear, Personalized Investment Plan
We provide transparent, client-first recommendations designed to align your investments with your long-term financial goals - without unnecessary complexity or hidden costs.
Schedule a one-on-one asset management consultation to review your current strategy, discuss your goals, and determine the next best steps for your portfolio.
Contact us today to schedule a personal asset management consultation.
Virtual appointments are available.
Our Fees Are As Follows:
- Asset Management- maximum 1% of assets under management excluding cash
- Consultations - $85 per hour
- Initial 30 minute Consultation - $0