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On the Trail Financial Planning

On the Trail Financial Planning

Clear. Calm. Compassionate.

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    • Caedmon Bear
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Investment Management

I offer fee-only portfolio management services. I help create financial stability for you by creating portfolios that fit your risk tolerance, cash flow needs and reflect your values. As a Registered Investment Advisor and a fiduciary, I have a legal obligation to put your best interests first.

We use TD Ameritrade as our primary custodian. They’re well-respected in the industry and have a wide range of investments available at competitive fees.

Investment Management includes the following:

  • Working with you to create an investment plan based on your financial situation and risk tolerance.

  • Executing transactions in your accounts to match your stated asset allocation, risk tolerance and tax situation.

  • Investing new cash when available, monitoring your portfolio and re-balancing as necessary.

  • Managing your income stream when you’re retired including Required Minimum Distributions when applicable.

You can read about my investment philosophy here

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info@onthetrailfp.com


925-679-5226

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