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Comprehensive investment management services under one umbrella.


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PROTECT YOUR WEALTH AND FUTURE

What to Expect with a MutualWealth Investment Management Account

iconPersonal Relationships

We are happy to meet face-to-face and discuss your investment strategies so you feel positive and confident.

iconBalanced Risk Approach

We’ll help you determine your risk tolerance as well as develop an effective wealth management strategy based on it.

iconExperience & Expertise

Our highly experienced investment management consultants rely on proven methodologies to grow and manage your wealth.

iconRegular Reviews

All of our clients’ portfolios are monitored daily. All accounts are reviewed annually and rebalanced according to client needs and risk tolerance.

iconConvenience

Our personalized and convenient investment management services allow you to enjoy life stress-free knowing your money is working hard for you.

iconFlexibility

As life changes, so do your financial needs. You can count on us to provide the flexibility and guidance you need to alter your investment portfolio strategy at any time.

Schedule a Free Investment Management Consultation

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we can help with your investment management

 


We can help you to:

  • Diversify an investment portfolio
  • Build tax-efficient investment strategies
  • Accumulate retirement assets with a traditional, Roth, SEP or SIMPLE IRA
  • Set up a Rollover IRA
  • Generate income in retirement
  • Accept fiduciary responsibility in the management of trust account relationships
  • Create a tax-advantaged college savings plan

 

YOUR GREATEST ASSET

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We have Answers

Investment Management Frequently Asked Questions

  • Can I look up and monitor my portfolio with MutualWealth online? Where? And what sorts of things can I do in this online portal?

    Can I look up and monitor my portfolio with MutualWealth online? Where? And what sorts of things can I do in this online portal?


    Clients can see the account holdings and transactions daily online, as well as up to 13 months of historical statements and transaction detail.

  • Is a long-term contractual obligation required for MutualWealth to manage my portfolio?

    Is a long-term contractual obligation required for MutualWealth to manage my portfolio?


    No. Our agreements only cover the period of time that the client chooses to work with us. There are no lockup periods or long-term agreements.

  • How many portfolio accounts (or how many assets) does MutualWealth manage?

    How many portfolio accounts (or how many assets) does MutualWealth manage?


    MutualWealth is managing over $600 Million for 1,500 client accounts.

  • What is the fee structure for MutualWealth to manage my investments?

    What is the fee structure for MutualWealth to manage my investments?


    Fees are 1 percent of the assets under management on an annual basis and decline from there based on the size of the account.

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Can I look up and monitor my portfolio with MutualWealth online? Where? And what sorts of things can I do in this online portal?
x
Can I look up and monitor my portfolio with MutualWealth online? Where? And what sorts of things can I do in this online portal?

Clients can see the account holdings and transactions daily online, as well as up to 13 months of historical statements and transaction detail.

open
Is a long-term contractual obligation required for MutualWealth to manage my portfolio?
x
Is a long-term contractual obligation required for MutualWealth to manage my portfolio?

No. Our agreements only cover the period of time that the client chooses to work with us. There are no lockup periods or long-term agreements.

open
How many portfolio accounts (or how many assets) does MutualWealth manage?
x
How many portfolio accounts (or how many assets) does MutualWealth manage?

MutualWealth is managing over $600 Million for 1,500 client accounts.

open
What is the fee structure for MutualWealth to manage my investments?
x
What is the fee structure for MutualWealth to manage my investments?

Fees are 1 percent of the assets under management on an annual basis and decline from there based on the size of the account.

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