INVESTMENT MANAGEMENT

 

PHILOSOPHY

We recognize and appreciate that your financial situation is unique to you. That is why Bigelow creates portfolios custom tailored to each of our clients' objectives. Your portfolio is a key element in supporting your overall financial plan and personal financial goals.

 

INVESTMENT MANAGEMENT

Bigelow offers discretionary investment management to your specific investment objectives.

 

We emphasize the importance of asset allocation and proper diversification in your portfolio, and begin our relationship by mutually agreeing on the investment objective for your portfolio.

THE INVESTMENT PROCESS

Step 1

We begin by discussing your goals, preferences, and tolerance for risk. This allows us to understand what you are trying to accomplish with your investments.

Step 2

We mutually agree on your overall investment objective. This will determine how your portfolio is allocated across various asset classes, such as stocks and bonds.

 

Step 3

We construct your portfolio. Bigelow commonly uses stocks, bonds, ETF’s (exchange traded funds) and mutual funds to create a diversified portfolio.

Step 4

We periodically review and update your portfolio. Your investment strategy can evolve over time as your goals and preferences change.

ESG CONSIDERATION

 

We believe that investors now have the ability to integrate EnvironmentalSocial, and Governance considerations into their portfolios.

 

Bigelow can work with clients to create portfolios that have ESG considerations included in their portfolio holdings.

YOUR INVESTMENT OBJECTIVE

As noted in the above investment process, each Bigelow client has a primary objective for their account. This allows you and Bigelow to have a mutual understanding of how the overall portfolio will be managed. Several studies have indicated that the asset allocation of a portfolio is a significant factor in how the account performs.

PRICING

Bigelow Investment Management Fee Schedule:

1% per year on the first $1,000,000 of assets managed
0.60% per year on the next $1,000,000 of assets managed
0.50% per year on the next $3,000,000 of assets managed
0.40% per year on any additional assets managed

$500 minimum quarterly fee

$300,000 minimum investment relationship, which may be waived for those in the accumulation phase