Asset Management

Asset Management


Managing money is the core of what we do for you. Once we agree upon realistic financial goals, our job is to invest your money in a portfolio that helps your liquidity needs and your comfort level for risk.

We primarily utilize tax efficient, low cost portfolios of index funds. We don’t “set it and forget it.” We rebalance portfolios periodically to continually maintain the proper weightings and risk profile, all while being mindful of tax implications. When appropriate, we also use Separately Managed Accounts, Socially Responsible portfolios and non-traded Real Estate Investment Trusts. When all else is equal, we prefer low cost over high cost, liquid over illiquid and tax efficiency over inefficiency.

We want all of our clients to understand “what could go wrong”. We focus on the implications of various risk profiles as well as relevant liquidity constraints and tax considerations.

We monitor your investments proactively and take pride in timely correspondence and reporting. When you have questions, we’re here to provide context and answers.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.