|
Home
About Goodfunds
Investing services
Family foundations
Financial planning
News & info
Success stories
Account service
Help friends & world
Frequent questions
Contact & info
More
Goodfunds Resources:
Client
documents
Fees
for advisory services
Being a good client
Avoiding frauds
SRI
book reviews
Find,
work with an advisor
Professional
referrals
Personal
finance books
Responsible
philanthropy
Guest speaker
Free SRI
newsletter,
tell a friend, bookmark,
link
Employment, collaboration
Directions
to the office
Community
Investing Achiever in the Social
Investment Forum 1% For Community campaign since 2002. Calvert
Foundation Advisor of the Year in 2004. Learn more!
Strategic Relationships
(Network Services Member)
| | Fees for advisory services
Occasionally, we come across someone who has not yet experienced the benefits
of having professional and competent financial services. They may have trouble figuring out
why others pay for these services.
Some professional services such as completing a tax return, treating an
illness, or filling a cavity may only be needed once a year or even less. On the
other hand, investment management, consulting, and related account service is
best accomplished with ongoing attention. A competent professional
financial service typically may include:
- Offering you objective investment advice on sustainable investing and market conditions
- Performing ongoing due diligence on
investment funds, managers, and other related services
- Assisting you with your financial plan that can change with a death, a birth, a marriage, a divorce, or
one hundred other things
- Helping you control financially counter-productive emotions
- Keeping you "balanced, yet flexible" in a constantly changing world
- Education about opportunities and risks
- Motivating you to make needed timely decisions
- Making you aware of consequences under various scenarios
- Staying current on financial trends and continuing education on your
behalf
- Taking responsibility that no one else wants to take
- Developing and maintaining an investment policy statement (IPS)
- Managing tax-efficiency when applicable and requested
- Rebalancing your portfolio in accordance with your IPS as necessary
- Offering periodic financial reviews and consultations
- Disclosure of possible conflicts of interest, if any
- Disclosure of charges and fees before and during services engagement
- Shareholder dialog and action coordinated as appropriate to improve
corporate practices
- Voting your shareholder proxies as you would if you had the time and
patience
- Attention to your communicated changing goals or situation
- Investments receiving the care of a fiduciary
- Periodic account reporting prepared by a third-party
And of course, like any good professional, we care about you. Click here to view
the advisory
services fee schedule. Please call and/or email us to personally discuss your situation so we
can help you decide which services might best fit your needs. |
