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Investment Management

At Luther Forest Wealth Advisors we undertake investment management only after we get to know you. We take the time to listen about what’s important to you; what you value in life; what dreams you have. It is only then that we can make investment recommendations for you; designed to meet your needs. Since we do not sell any products and receive no commissions, we provide objective advice – putting your interests first!

Our uniqueness lies in our ability to coordinate your personal financial planning needs with your specific tax situation to arrive at a portfolio designed specifically for you. We will provide you with an Investment Policy Statement that will set your target return, your risk tolerance, market expectations, your asset allocation strategy, your stated goals and much more. This document acts as your investment game plan and minimizes the likelihood of making knee-jerk reactions to daily market volatility.

We also provide full access to all of your investment accounts (that you can access online) through the “My Vault” feature under “Client Center.” This tool allows you to aggregate all of your financial resources in one convenient location. You can track your IRAs, 401(k), brokerage accounts, life insurance policies, annuities, mortgages, credit cards and much more. Check it out.

The following services are performed for our Investment Management clients:

  • Creation and maintenance of an Investment Policy Statement; including an assessment of your Risk Tolerance
  • Establishment of appropriate accounts and related asset transfers
  • Implementation and ongoing management of your investment portfolio
  • Periodic rebalancing, policy modifications and other investment replacements, as warranted
  • Quarterly updates of your portfolios performance under our management
  • Active tax and cost efficient investment portfolio management for assets under our management
  • Implementation of cost- and tax- efficient liquidations to meet unanticipated cash flow needs
  • Preparation of necessary tax-related information including realized gains and losses
  • Monthly detailed statements of all accounts under our management
  • Real-time access to all of your investment accounts via the Client Vault feature found under Client Center

Our Investment Management Fee Schedule: (Minimum annual fee is $2,500)