SERVICES
Active Management offers an integrated set of capabilities tailored to the specific needs of each client.
Frequently Asked Questions
What services do you provide?
Active Management provides customized investment management and planning for individuals, families, and single-family offices.
We partner with our clients to address near-term needs, position portfolios and implement financial plans for long-term success, and provide ongoing investment management and guidance.
Some clients rely on us to oversee all aspects of their financial affairs, while others
engage us for specific areas of focus.
Who do you typically work with?
We work with high-net-worth individuals and families, as well as select institutions.
Our clients have complex financial lives and value a thoughtful, long-term approach to planning and investment management. They often delegate investment decisions and rely on us to implement and coordinate their broader financial and estate plans.
How are you compensated?
We are an independent, fee-based firm with a fiduciary responsibility to our clients.
We have no allegiance to any particular products or firms and no incentive to sell any products.
Our compensation is aligned with the success of the clients we serve.
Do you coordinate with my other advisors?
Yes. We coordinate with clients’ existing advisors—including attorneys, accountants, and other professionals—to ensure alignment and effective implementation.
How do we get started?
We begin with a conversation to understand your current situation, objectives, and priorities.
From there, we determine the best way to help.