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Talbot Capital Management provides money management and investment planning services to a variety of clients. An individualized portfolio is supervised and managed to achieve your investment objective while minimizing risk.
Clients include individual taxable and tax-deferred accounts, pension and profit-sharing plans, trusts, estates, foundations and endowment funds.
TCM will work with you to assess and clarify your investment objectives, manage your money, meet with you to review your investments and provide regular written reports.
At least one meeting a year should follow a rather formal agenda to address questions such as:
- What was our original objective?
- Is the agreed-upon course of action being followed?
- Are the expected results taking place?
- Are there any changes in your needs or circumstances to be discussed?
Interim meetings, reports, telephone and online contacts can be scheduled to suit your individual needs and preferences.
In these ways, a personalized framework for reporting, assessing progress, reviewing results and discussing investment opportunities, objectives and expectations is mutually developed and followed.
In summary, our services include:
- Portfolio Management
- Quarterly Reports
- Investment Planning and Consulting
- Investment Policy Statements
Our fee schedule is as follows:
Portfolio Management (Annual Rate):
- Market Value up to $1,000,000 - 0.8 percent
- Market Value over $1,000,000 - 0.4 percent
Planning and Consulting:
- Included with Portfolio Managment
- No Managed Account Relationship - $90/hour
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