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Our Services
KEY
SERVICES
Fee-Only Management
We accept no
financial remuneration, commissions, hidden fees, soft dollars, or any other
compensation, from any source with whom we place our client's assets. The only
compensation we receive is from our clients, whose interest we are paid to
represent. This is done to enable us to offer unbiased and unprejudiced advice.
We conduct business without the insurmountable conflicts of interest that exist
on Wall Street and with many other asset managers. We generally charge, fully
disclosed, set fees ranging from 0.60% to 1.00%.
Tailored Portfolios
We invest our
clients assets based on each client's specific needs, time horizon, risk
tolerance, goals and objectives. This is established through our four step
investment counseling process. We don't make the clients fit the investments;
instead we tailor the investments to fit the client. We customize the portfolio
to fit the client's needs. We are able to build portfolios around existing
positions or design them for tax efficiency.
Financial Planning
Many
investors view us as their family’s Chief Financial Officer. With our many years
of experience, we are able to serve as the focal contact point for clients,
while being able to coordinate with other professionals. Whether it’s retirement
planning, dealing with an inheritance, planning for multi-generational wealth or
providing for the care of a disabled family member, Van Sant & Mewshaw can
create a complete financial plan for your family.
Aggressive Fee Structure
Van Sant
& Mewshaw dovetails with Charles Schwab in our commitment to being a low
cost provider of investment management services. Through the use of low
expense Funds and Schwab’s discounted brokerage services we are able
to provide clients considerable savings, especially as compared to full
commission brokerage firms. In fact, because of our “Common Sense” approach to
investing, our fees are often less than other asset managers. In
addition, our investment strategy is extremely tax efficient, which
further reduces the total cost to the client.
Broad Spectrum Of Investment
Vehicles
Because of our independence our
investment boundaries are unrestricted. We are not tied to proprietary
investment products offered by a single investment firm. We search for the least
expensive and most suitable investment vehicles that will benefit our clients.
Ranging from Common Stocks, Mutual Funds, U.S. Treasuries and Government
Securities, Tax-Free Municipal Bonds and Taxable Municipal Bonds. Clients are
encouraged to be actively involved in the investment process.
Client Satisfaction & Success
At
Van Sant & Mewshaw, we believe that outside of an individual's immediate
family, no one cares more about their financial well being than we do. We pride
ourselves on our reputation for client service “above and beyond” the normal
purviews. Our experienced and talented team of professionals has strong and
diverse backgrounds in the financial and securities industry. They are adept and
experienced at solving a variety of problems. We maintain no custody of client
funds or securities at any time. All client assets are held by either a mutual
fund or fully insured brokerage firm. We do not accept any soft dollars from
these companies.
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