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Resilient Asset Management Service Delivery Models


Enduring Relationship

At Resilient Asset Management, our bedrock (and much-preferred) service method is on an enduring basis where we assist our Clients in achieving their long-term financial goals.

Fee:  Fixed-Fee ranging from $1,000 - $12,000 based on the complexity and time required to service Client needs.  The Client is billed quarterly in arrears and can pay via check, credit card, or by automatic debit from an investment account.

Main Point of Service Delivery

  1. Initial Consultation & Client Engagement Agreement
  2. Data Gathering
  3. Analysis by Resilient Asset Management
  4.  Recommendations delivered by Resilient Asset Management
  5.  After agreeing on Recommendations to execute, develop implementation process
  6. Implement via streamlined "To-Do" Checklists
  7. Monitor, Report, Revisit, and Implement as required
  8. At least one annual comprehensive review meeting

Portfolio Management

Some Clients already have a trusted team in place for all aspects of their finances EXCEPT portfolio management.  Working in concert with other of the Clients' professionals, Resilient Asset Management can manage a Client's investment portfolio on their behalf.

Fee:  Asset-Based Fee depending on the amount of assets managed.  The Client is billed quarterly in arrears and can pay via check, credit card, or by automatic debit from an investment account.

Main Point of Service Delivery

  1. Initial Consultation & Client Engagement Agreement
  2. Data Gathering & Risk Tolerance Assessment
  3. Analysis by Resilient Asset Management
  4.  Delivery of Resilient Asset Management Asset Allocation and Representative Portfolio
  5. Asset Transfer
  6. Portfolio Allocation
  7. Monitor, Re-balance, and Report as required
  8.  At least one annual comprehensive review meeting

Financial Check-up

For those looking for a "second set of eyes" to review their financial situation, Resilient Asset Management is happy to review, analyze, and provide recommended actions for Clients to consider and then implement themselves.

Fee: Hourly Fee billed at $250 per hour.  The firm will provide an estimate of the number of hours and timeframe required to complete the work.  The Client is billed at the mid-point and upon completion and can pay via check or credit card.

Main Point of Service Delivery

  1. Initial Consultation & Client Engagement Agreement
  2. Data Gathering
  3. Analysis by Resilient Asset Management
  4. Recommendations delivered by Resilient Asset Management
  5.  Client implements Recommendations at their own discretion.
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