Professional Asset Management For Individuals & Families
Emergent Wealth Advisors
(404) 931-0870
383 Ninth St. NE
Atlanta GA 30309
Brian P. Shriver, CFA
Ongoing Portfolio Management
With our Ongoing Portfolio Management service, we can continue to manage your portfolio in view of current market and macroeconomic conditions.
We will regularly monitor your account, invest deposits, facilitate withdrawals, and rebalance your portfolio as needed. We will also occasionally make adjustments to your portfolio in view of changing market conditions and in accordance with your Investment Policy Statement. For taxable accounts, we conduct tax loss harvesting when appropriate.
We will provide you with a quarterly performance report so you can see exactly how well your portfolio is doing compared to relevant benchmarks. We also provide you with an annual Tax Report to facilitate your tax reporting.
We are happy to meet with you at any time to discuss portfolio performance, financial planning, or any other issues which arise. If at any time you are not satisfied with our service, you can cancel immediately at no cost.
When investing for the long term, every percent counts. Even small differences in performance can have a dramatic effect over time thanks to the power of compounding. We sweat the details, so you don’t have to.
Fee: 0.5% per year of assets under management, paid quarterly in advance.
