Full-service asset management clients have all the same benefits as ongoing financial planning clients in terms of service level, access to tools, etc. In addition, we take care of investment management issues, including asset allocation, investment selections, and managing the tax impact of investments. We consolidate accounts as much as possible and make the different types of accounts you own work together as an entire portfolio designed to meet your objectives. We report to you periodically on how your portfolio is doing and stay abreast of your planning needs.
We do not have an account minimum, but as a practical matter, for smaller accounts, an investment plan may be sufficient and be the most economical for you. We have clients from all walks of wealth.
T Rowland Financial Services will provide portfolio analysis and general recommendations of asset allocation as part of financial planning services but does not provide periodic or ongoing specific investment recommendations for clients that wish to manage their own portfolios. Please know that for general recommendations of asset allocation, we do not bear responsibility for the tax impact of investment changes, since we have no control over the implementation of our recommendations.
