Delegating your finances does not mean you cannot handle it yourself. But there are many benefits to hiring an investment manager. These include:
The focus of investing should be on achieving your goals. This is why our process starts with understanding your ultimate needs and risk tolerance. We take a long-term approach and bring common sense to the table. Our collaborative approach ensures that your portfolio is aligned with your goals and expectations for return on investments, management costs and tax efficiency.
Our founder and president, Norm Boone, is one of the financial industry's leading proponents of using Investment Policy Statements to provide transparency and discipline to managing client portfolios. Mosaic's asset managers and financial advisors will develop the right mix of investment vehicles to provide you with a way to meet your needs.
To keep you informed, you’ll get trade confirmations after every trade, a monthly report from an independent custodian showing your account activity and your holdings, and then, every three months, you’ll receive a performance report that consolidates all of your managed accounts into one clear picture, to give you a sense of where you’ve been and where you are going.