Ongoing investment management & planning reviews including portfolio re-balancing alerts, fiduciary advisor updates & buy/sell/hold/watch-list notifications.

A "Second-Look" investment review including asset allocation, performance, investment fees and expenses. We analyze and audit your investment accounts.

A “Complete Package” investment review & analysis service, including risk profiling, portfolio design & asset allocation with specific investment recommendations.

A “Fresh Start” investment portfolio design, asset allocation & investment recommendation service. We design custom investment portfolios which YOU implement!

Investment Management & Review Services

With over 10,000 ETF and mutual fund investment choices, infinite trading strategies and investment asset allocations, hidden fees, commissions and slick sales pitches – it’s easy to get confused! It’s normal to be scared you’ll make bad investments, pay too much in commissions, and LOSE YOUR MONEY!

We take the fear out of investing!

We create color coded investment portfolio blueprints for that put YOU IN CONTROL! Portfolio Architect is a flat fee independent investment advisor service… We advise, you implement! We follow the same investment process most of the worlds largest pension plans and endowments follow.

We believe so strongly in our Accredited Investment Fiduciary® process, we provide a 100% Satisfaction Guarantee! We have a limited capacity for new investment advisor clients. No one plans to fail but many fail to plan!