Services
Portfolio Management Services which include the following:
-Consulting with Client to create investment goals.
-Review of Client’s investment goals using expected risk and expected return.
-Creation of clients portfolio allocation.
-This can or will include Clients transferring their current account to a low cost discount broker, consolidating several investment accounts into one and deciding on new investments.
-Provides services in managing employer sponsored plans (403b, 401k, 457, SEP), 529 plans, traditional and ROTH IRA’s
-Provide comprehensive overview of all accounts owned by the Client/s as one account.
- Assist Clients with retirement strategies such as savings, asset allocation and withdrawal strategies.
-Conducting annual Investment Policy Review to of yearly performance, asset allocation, risk assessments, advisory expenses and investment expenses.
CWS Asset Management provides the following services beyond portfolio management:
- Creation, monitoring of Clients monthly and yearly budgets.
- Assist individual Clients in creating cash flow goals and emergency funding.
- Creating net worth statements for Clients.
- Providing Clients with continuing Investment Policy Statements.
All of the aforementioned services are included when the Client agrees our terms of service and signs a contract as agreed to in our fee table; these services can also be purchased on an hourly basis of $100 per hour.
Portfolio Management Services which include the following:
-Consulting with Client to create investment goals.
-Review of Client’s investment goals using expected risk and expected return.
-Creation of clients portfolio allocation.
-This can or will include Clients transferring their current account to a low cost discount broker, consolidating several investment accounts into one and deciding on new investments.
-Provides services in managing employer sponsored plans (403b, 401k, 457, SEP), 529 plans, traditional and ROTH IRA’s
-Provide comprehensive overview of all accounts owned by the Client/s as one account.
- Assist Clients with retirement strategies such as savings, asset allocation and withdrawal strategies.
-Conducting annual Investment Policy Review to of yearly performance, asset allocation, risk assessments, advisory expenses and investment expenses.
CWS Asset Management provides the following services beyond portfolio management:
- Creation, monitoring of Clients monthly and yearly budgets.
- Assist individual Clients in creating cash flow goals and emergency funding.
- Creating net worth statements for Clients.
- Providing Clients with continuing Investment Policy Statements.
All of the aforementioned services are included when the Client agrees our terms of service and signs a contract as agreed to in our fee table; these services can also be purchased on an hourly basis of $100 per hour.
Email: cole@cwsassetmanagement.com
Phone: (559) 936-7328
Phone: (559) 936-7328