Investment Management
Assets Under Management
Moore Family Financial provides portfolio management services through CGN Advisors, LLC.
These professionally-managed portfolios are globally-diversified, low-cost portfolio solutions. Our expert investment professionals will manage a portfolio selected for your unique financial situation and help you maintain discipline to reach your investment goals.
Relationships Matter.
You'll continue to work closely with Moore Family Financial as your primary point of contact, and we'll work hard behind the scenes to manage your portfolio. This allows your financial planner to do what we do best—provide expert financial planning guidance and accountability to better position you to reach your financial goals.
TOGETHER, WE WILL:
- Create an investment plan. First, we'll create a proper overall stock/bond mix of investments based on your unique financial situation and your goals. Then, we'll control what we can by investing in a broad range of low-cost investments, while being aware of tax impacts. Your investment strategy will be documented and governed by an Investment Policy Statement.
- Stick to the investment plan. We'll help you maintain discipline to stay invested for the long-term, through the ups and downs.
- Adjust the investment plan. We'll closely monitor your portfolio and review your investment plan with you at least annually. We'll rebalance your portfolio to maintain your proper overall stock/bond mix of investments.
The following fee schedule applies:
Assets Under Management | Fee |
| $0 -$500,000 | 0.75% |
| $500,001 -$1,000,000 | 0.55% |
| $1,000,001 -$2,000,000 | 0.40% |
| $2,000,001 + | 0.25% |