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Investment Management

Investment Management ConsultationPearson Financial Planning provides portfolio management services through CGN Advisors, LLC (CGN).

These portfolios are professionally-managed, globally-diversified, low-cost portfolio solutions. CGN will manage a portfolio selected for your unique financial situation and help you maintain discipline to reach your investment goals.

Clients will continue to work closely with Pearson Financial as their primary point of contact, and CGN will work hard behind the scenes to manage their portfolio. This allows Diane to do what she does best—to provide expert financial planning guidance and accountability to better position her clients to reach their financial goals.

The 6 Step Investment Roadmap 

Step #1: We create an investment plan together. 

Step #2: We'll create an overall stock/bond mix of investments based on your unique financial situation and your goals. 

Step #3: We build your portfolio as tax efficiently as possible. One way we do that is by investing in a broad range of low-cost investments. 

Step #4: Your investment strategy will be documented and governed by an Investment Policy Statement.

Step #5: We'll closely monitor your portfolio and adjust your investment allocation plan as necessary. An investment manager will also rebalance your portfolio to maintain your proper overall stock/bond mix of investments.

Step #6: We’ll review your investment plan with you annually. 

Are you ready to start investing?

I'm Ready!

The following fee schedule applies:

Assets Under Management Fee
$0 - $500,000 1.00%
$500,001 - $1,000,000 0.70%
$1,000,001 - $2,000,000 0.50%
$2,000,001 + 0.30%

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

Contact Us today to determine which investment management service is right for you!