Todd & Associates now provide unbiased fee for service in five areas for clients, through our 2009 merger with Doherty & Bryant Wealth Advisors Inc.

Investment Advisory Services

For investment advisory services we assist clients with the oversight of their investment management services as well as the developing of investment policy statements and asset mix strategies for their investment accounts.  Depending upon account size client portfolios are invested in pooled funds or segregated securities with one or more managers.  We assist clients in the evaluation and selection of investment counseling firms suited to their needs.  Clients’ receive quarterly reporting and reviews of their portfolios and an annual meeting with their manager to review performance and update objectives.

Investment Advisory + Tax Services

Under this option clients receive in addition to the above preparation of domestic personal tax returns for family members.  This added feature helps ensure tax efficient strategies for investment accounts are applied to family members, to minimize tax wherever possible.

Wealth Management Services

Wealth management services or more comprehensive than investment services in the provision of a full review of all aspects affecting net worth for our executive level clients.  This includes an annual review of lifestyle issues, investment performance, risk management, estate planning and changes to net worth.  The annual review provides each client with a comprehensive status report tracking changes to net worth.  Under this service clients receive periodic projections of retirement income and growth of net worth.

Wealth Management Services + Tax Services

All wealth management services are provided plus the preparation of domestic tax returns for family members.   The added focus on tax planning is a key feature of our executive level wealth management services.

Multi-Family Office Services

Where clients have created substantial personal wealth through business ownership or investment activity, we are able to provide a high level of tailored personal financial management services to these clients, through our merger with Doherty & Bryant Wealth Advisors Inc.