Our advanced investment management approach combines strategic asset allocation with tax-aware investing, creating a powerful engine to drive your financial goals. We monitor market developments and use innovative strategies to craft dynamic portfolios.
Our tax-savvy techniques work tirelessly to keep more money in your pocket, not Uncle Sam's. Whether you're building wealth, planning for retirement, or expanding your financial horizons, our investment strategies are tailored to your unique financial landscape.
This service includes the following:
- Assessment of risk tolerance and time horizon when recommending an asset allocation
- Charles Schwab or Altruist as custodian for non-employer assets managed by us
- Prudent use of options – always covered either by underlying security or cash – if the client is interested
- Monthly reporting of investment performance to custom benchmarks and current allocation
- The client retains ownership and title of the assets being managed, and trading authority is granted to Pebble Valley Wealth Management.
This service requires a minimum balance of $150,000 and fees start at 0.75% per year on assets managed with lower marginal fee tiers for larger balances. For assets balances below, we offer our streamlined investment management service at the same rate with an annual minimum fee of $500.
Ready to experience investment management that goes beyond the ordinary?
Compare all of our services.