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Wealth Management Services
For clients with $250,000 or more of investable assets, we build customized portfolios without commissions or third party incentives through our strategic partnerships with Fidelity Institutional Wealth Services and TD Ameritrade Institutional.
What We Do For You:
- Create a Suitable Mixture of Investments
- Asset class selection and location
- Combine equities and fixed income
- Tax sensitive investment selection
- Implement the Portfolio According to Your Goals
- Risk tolerance
- Time horizon
- Manage the Portfolio Throughout Your Lifetime
- Construction
- Monitor progress
- Report on Your Comprehensive Performance
- Time-weighted return analysis
- Household portfolio and account level statistics
- Long-term perspective on your progress
- Cost basis tracking and analysis
What Makes Syverson & Company, LLC Unique?
- Minimize underlying investment expense
- Reduce potential tax exposure within the portfolio
- Overlay the portfolio allocation across multiple accounts
- Select from a wide variety of Exchange Traded Funds
- Each account is professionally managed in-house
- Offer Biblically Responsible and Socially Responsible portfolios
- Identify and track your IRA and Qualified Plan tax basis
Why delegate the management to us?
- Remove the burden and stress of managing your own portfolio
- Professionally implemented with accuracy and accountability
- Quarterly personal account reviews
- Continual fund oversight
- Timely performance reporting across all of your accounts
- Access your account activity and progress online at your convenience
- Speak directly with our professionals to receive answers to your questions
All accounts are non-discretionary, which means we won’t process transactions without seeking and receiving your authorization first.
Hourly Implementation Service
For clients with less than $250,000 of investable assets, we offer to help construct and adjust their portfolio over time for an hourly fee.
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