Portfolio Management

Our Viridian Program provides you with the flexibility of managing your portfolio with one simple fee, which is tied to the market value of the portfolio. This fee covers regular and ongoing advice from our team, as well as no-commission transactions.

Benefits from this program include:

  • Quarterly portfolio reviews.
  • Premium yields on cash balances.
  • Annual trading summary and tax reporting.
  • Monthly summary of all portfolio activity.
  • One all-inclusive, tax-deductible fee, based on the market value of your portfolio.

We maintain a diversified model portfolio shown below which attempts to outperform most mutual funds while preserving capital during turbulent times. Your portfolio will be centered on your unique investment criteria.