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Investment Advice


Investment management services are offered on a discretionary or non-discretionary basis and include Ongoing Financial Review Services.  In either case and to the extent requested by the client, an investment policy statement for each client will be developed based upon a prioritization of the client's investment objectives, identification of the client's risk tolerance, and discussions about the client's investment experience, knowledge and level of interest in the management of the client's portfolio. 
 
Discretionary Investment Management
 
Discretionary Investment Management Services are offered to those clients who want Empowering to implement any recommended changes to their existing investment portfolio on their behalf, to monitor their portfolio on an ongoing basis and to rebalance their portfolio periodically on their behalf consistent with the parameters set forth in their investment policy statement.  In addition, these services will include quarterly reporting of the portfolio’s investment performance and periodic reviews (offered at least annually but more frequently if requested), which include a review of the client’s investment objectives, investment portfolio and investment policy statement. 
 
Non-Discretionary Investment Review
 
Non-Discretionary Investment Review Services are offered to those clients who want to take responsibility on their own for implementing any recommended changes to their existing investment portfolio and monitoring their portfolio on an ongoing basis.  Empowering will meet with these clients initially to evaluate their existing investment portfolio and to make recommendations for changes.  Each year thereafter and to the extent requested by the client, Empowering will offer to meet with these clients to review their investment objectives, investment portfolio & investment policy statement and a summary of any recommendations for changes, if appropriate.  In addition, for those assets for which the firm receives transaction information electronically, these services will include performance reporting as appropriate.  In the event the client wants Empowering to implement some or all of the recommendations and since Empowering doesn’t have discretionary authority over their portfolio, they would have to grant separate authorization to Empowering to implement recommendations on their behalf.


Learn about our Investment Strategies.



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