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Investment Management

Open World Financial Life Planning offers investment management services as an add-on for our clients. We designed the service for clients who want someone else taking care of the day-to-day and don’t mind paying a reasonable cost. It also helps that we’ve already done a lot of the long-term work through planning!

Fees:

Our investment philosophy is based on longer-term investing patterns and managing behavioral risk for our clients. The portfolios are largely composed of passive indexes, such as Vanguard’s funds. Portfolios are designed and managed through collaboration between the client and planner. Our custodian for investments is TD Ameritrade.

All investment accounts require a current or previous financial life plan through OWFLP or the list of planners in our trusted associates network. If you are planner interested in being added to this list, please feel free to email Ian Bloom.