For clients who don't have the time or interest in administering and managing their own investments on an ongoing basis, we offer professional portfolio management services.

When you choose Worley Erhart-Graves as your investment manager, we establish appropriate investment accounts and work with you to develop a customized investment plan. We also perform an in-depth review of your portfolio annually, and present any recommended portfolio rebalancing changes to you for approval. As your investment manager, we provide all service on your accounts. When you need anything, we're just a phone call away.

Investment management services are provided on a fee basis. Investment accounts are billed a percentage of the account value each quarter.

 

 

 

 
 
 
   
 


Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/ SIPC.
Investment Advisory Services offered through Worley Erhart-Graves Financial Advisors, Inc., a Registered Investment Advisor.
Cambridge Investment Research, Inc., and Worley Erhart-Graves Financial Advisors, Inc., are not affiliated.