investment management

In today’s complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions. Thus having a team that utilizes a modern, multi-methodology approach to portfolio design and investment management is critical.

For investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios, I&U CPA provides access to professionals whose skills at risk profiling, asset allocation, money management, and strategic investment plans can help you navigate in a constantly changing environment.

Our Investment Management is:

  • Customized to meet the needs of you and your family
  • Fee-based so advisors have a vested interest in their clients’ success
  • Strategic to reflect the dynamic nature of the market, and your life

Our defined, disciplined, and proven Investment Management Process bridges the gap between your goals and the assets you have set aside. Here is our high-level 6 step process that we use year over year for success.

  • Determine investor needs
  • Assess risk tolerance
  • Review asset allocation classes
  • Implement strategic plan
  • Rebalance and monitor portfolio
  • Comprehensively report

I&U CPA also partners with asset management firms in providing Investment Management services to Accredited Investors.

An Accredited Investor, in the context of a natural person, includes anyone who:

    • earned income more than $200,000 (or $300,000 together with a spouse) in each of the prior two years and reasonably expects the same for the current year, OR
    • has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

Please complete the form below if you like to learn more about our Investment Management services.

Investment Management Request