Portfolio and Asset Management

Individuals and families

Individuals and families

Individuals and families often depend on these savings now and later in life – either in retirement or in the event of the unforeseen. However, not everyone has the time, skills, or desire to monitor and manage those assets. This is where our portfolio and asset management services come in.

Our Portfolio and Asset Management service covers:

  • No two people have the same financial goals and objectives as they accumulate wealth. To manage your assets prudently and in a fiduciary manner, we first need to understand what your goals are for accumulation and how you wish to use those assets later in life.

  • There are literally hundreds of investment asset types that you can invest in, and as many ways to do so. Working together as client and advisor, we will develop an agreed-upon Investment Policy Statement that will define a globally diversified portfolio's asset allocations per your specific risk tolerance and investment objectives.

  • It can be time-consuming and difficult to manage your investments. We know you are very busy living your life, so T Rowland Financial Services in conjunction with CGN Advisors, LLC, will manage and monitor the portfolio for you. The Investment Policy Statement serves as a roadmap that describes how your portfolio will be handled in a coordinated fashion and in line with your big-picture planning needs.

  • An online 24/7 client portal is made available for you to check the performance of your investment portfolio and to monitor the ongoing status of your wealth management plan. Through regularly scheduled reporting and conversations, we ensure that your portfolio and asset management plans are continually reviewed, revised, and updated to meet your life and any changing circumstances.

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