We work with women and families.

What Family
Means To Us

At Modern Assets, we think of family as your “chosen circle” or your “tribe”. Family is who we love, and who loves us. Families change, because everything is changing, all the time.

What We Do

How We Work

We believe that people come before portfolios, and that guides our philosophy of a people-first process. Your story is unique. Whether we need thirty minutes or three hours, we take the time necessary to understand you, so that we can act as a fiduciary and trusted ally. We cultivate long-term, real relationships where our opinion and advice is valuable, timely, and meaningful to you.

1-define-purpose-RE

We take stock of your finite resources – money, time, and energy – to create a balance sheet of your life. I ask questions and you tell stories that will help me understand you better. Then, we review your entire financial picture. This process is designed to empower you. Where you are is a reflection of every action you’ve taken in your life until now. By taking stock of what’s working and what isn’t, you begin to create a framework, starting with your own rules to live by.

2. set priorities

Where you’re going is as much a journey as a destination. We set the priorities for both according to the framework we’ve begun, addressing your unique situation, constraints, and goals. You have clarity around what matters, and create a reference for making decisions that used to be difficult. We create a strategy and a roadmap that is just for you, to do the right things in the right order, according to what matters most to you.

make decisions

With a well-constructed, created-by and for-you framework, decisions are easier to make when you can clearly recognize the trade-offs, limitations, and possibilities available to you. Decision making becomes a process rather than a reaction, focusing your resources to get more of what you want. We simplify the process, allowing you to see how the choices you make today affect your future.

Every financial advisor (including us) should help you

Create a diversified portfolio and manage it prudently.

We help women and families chart a course of action that
considers than just your money. Your time and
energy matter, too.

Behind The Scenes

It’s our job to be a fiduciary. It’s our job to construct a thoughtful, well-crafted financial plan that accounts for your stated goals and objectives, your risk tolerance, your constraints, and your tax situation. It’s our job to ensure your financial affairs and estate are in good order.

Behind The Scenes

It’s our job to be a fiduciary. It’s our job to construct a thoughtful, well-crafted financial plan that accounts for your stated goals and objectives, your risk tolerance, your constraints, and your tax situation. It’s our job to ensure your financial affairs and estate are in good order.

Investing

Every advisor and robo-advisor can and should provide you with intelligent investing. We provide you with emotionally intelligent investing.

The tools to build a great portfolio are widely available, but most people fail to properly utilize these resources because we’re prone to make decisions based on emotional triggers that belong to our unique world view. That’s where we come in.

  • Have a disciplined investment approach with low-cost, diversified portfolios that are global in orientation and resistant to personal bias.
  • Stand on the shoulders of giants. Leverage the resources and insight of large, reputable teams for portfolio management, so we can focus on the people in front of us.
  • Have a clear methodology that is regularly communicated to clients so they can focus on their life and not their portfolio.
  • Uniform portfolio methodology and positioning across the firm, but tailored to each client’s needs and objectives.
  • Educate clients so they can educate their friends who are making investment decisions based on emotional triggers.

Make a Difference

Modern Assets believes in sustainable investing and being a
force for good in our community and on our planet.

Make a Difference

Modern Assets believes in sustainable investing and being a
force for good in our community and on our planet.

Fees

We make it easy. We offer two services at rates that are easy to understand and reflect the value that we bring to your unique situation.

We combine investment management and financial planning, because we feel strongly that they are the pillars of a successful engagement with Modern Assets. All accounts have an initial onboarding fee of $1000.

Assets under Management

Ongoing Fee

Less than $500,000

$5,000 ongoing annual fee.

Between $500,000 to $5,000,000

1% fee of assets managed by MA

Above $5,000,000

0.60% fee on assets above $5,000,000 managed by MA

We offer investment management on a standalone basis when the client’s objectives and risk tolerances are well-aligned with our model portfolios.

The minimum account size is $10,000, and the fee is 1% of assets under management. As accounts approach the levels above, clients are graduated into integrated wealth management services.

If this doesn’t sound like a good fit for your needs right now, we have some resources to help you find a financial planner or do-it-yourself.

Interested to see what this might look like for you?

Want an Ally?



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