If you choose to use our Asset Management services we will provide continuous supervision and management of your portfolio. If you have several accounts with us, each account is managed by us based on your financial situation, investment objectives and risk tolerance unique to that account. We actively monitor your portfolio and provide advice regarding buying, selling, reinvesting or holding securities, cash or other investments.
Whether you are a sophisticated investor or just starting out, we have the experience and resources to help you. Craft Asset Management will actively manage your portfolio providing access to a broad range of securities which we will recommend based on your risk tolerance, investment objectives, investment goals and time horizon. We will provide you with a detailed investment policy statement, allocate investments in specific securities suitable to your investment profile and manage the portfolio on your behalf as well as provide access to brokerage services. See our ADV V2 Brochure for a full description of our fees and services.
We will always work in the best interest of our clients and provide regular communication regarding the status of your account as well as a through annual review.
Craft asset management does not provide accounting or legal services; however, we can work closely with your accountant, attorneys or other professionals. Please contact us for a complete description of our asset management services.