Introduction Diastole Wealth Management is a registered investment advisory (RIA) firm providing a full range of investment consulting services to clients. The services are provided by Diastole Wealth Management to our clients, including both individual and institutional clients such as pensions, profit sharing plans, trusts, not for profit organizations and other registered investment advisors. These services will also be offered to clients by financial advisors that use Diastole Wealth Management as a managed accounts program sponsor. Our services include the following: 1) Financial profile 2) Investment policy statement 3) Asset allocation plan 4) Recommended changes to existing portfolio 5) Evaluation of investment advisor universe and preparation of recommended list 6) Investment advisor or mutual fund search 7) Fee and contract negotiations with investment advisors 8) Ongoing performance evaluation 9) Periodic recommendations for change and asset mix rebalancing 10) Arrange for custody of client accounts including monthly statements 11) Arrange for execution of trades All services are provided on an unbundled, itemized basis. The Diastole Wealth Management consulting fee, the administrative fee and the investment advisors fee are combined for billing purposes, while the custodian bills the brokerage execution separately. |