Investment Management

Can be purchased as a stand-alone service or in conjunction with a comprehensive financial plan. Ideal for clients who want guidance, structure, and a wider range of choices for their investments than is available on their own.

What to expect:

Intake Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Identification of client’s current financial situation, goals, and values.
  • Identification of client’s risk tolerance, time horizon, tax considerations, income needs, and any other special circumstances.

Plan Delivery Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Explanation of investment recommendations.
  • Identification of action items and prioritized to-do list.

Follow-up Meeting:

  • 30 minute quarterly meeting, virtual or in-person if local.
  • As needed by change in client’s investment plan.

Ongoing Communication:

  • Unlimited email access.
  • Emails and calls for accountability, guidance, or updates as needed.
  • Unlimited access to Access Financial Planning’s investment management technology such as account aggregation and portfolio reporting.

Fees:

  • Investment Management Services can be purchased as a stand-alone service or in conjunction with Comprehensive Financial Planning.
  • Clients who are both Investment Management clients and Comprehensive Financial Planning clients have the investment management fee capped at .5% of assets under management.
  • Investment Management fees are based on the market value of assets under management and are calculated on a tiered fee schedule.
  • Investment Management fees are paid quarterly in arrears.

Investment Partners

Brent Burns

Brent brings more than a decade of financial and investment experience to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. Brent holds an MBA with honors from the University of San Francisco and a BS from the University of California, Berkeley.

Daniel Yeoman

Dan joined Asset Dedication in 2012, when his startup, AdvisorShip merged with Asset Dedication. At AdvisorShip, Dan helped numerous leaders in the independent financial planning space build their businesses with website development, online marketing, and technology integration. Prior to AdvisorShip, Dan was an independent technology and business consultant for various management consulting firms and startups. Dan earned his BS in Business Administration with a concentration in Finance from Babson College.

Jeremy Fletcher CFA

Jeremy has been in fixed income management since 1991. Most recently he co-managed the $3.5 billion fixed income investment pool at the City and County of San Francisco, where he created and implemented the strategy to deliver safety, liquidity, and yield to the pool’s constituents while providing cash flows for daily operations. Previously, he was a portfolio manager responsible for over $2 billion in fixed income assets at American Century Investments. Jeremy earned his BA in Economics/Mathematics from Claremont McKenna College and holds an MBA from the University of San Francisco.

Stephen J. Huxley PHD

A recognized leader in finance, investing and economics, Stephen has more than 35 years of experience researching and applying decision theory to real world problems. His prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time and goals-based approach to asset allocation. His work ultimately led to the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004), which he co-authored with Brent Burns. Stephen holds a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from Ohio State University.

More Services: 

Financial Quick Start Plan

Quick Start

Comprehensive Financial Plan

Comprehensive Financial Planning

Investment Advice

Retirement Planning