Professional portfolio management is the backbone of what we do here at Millennial Money Management. For each client, we create a detailed investment plan that we then use to construct a portfolio that is congruent with each investor’s particular requirements. This plan typically includes a full assessment of the client’s risk tolerance, time horizon, income, tax level, and personal goals. Every investing client has 24/7 online access to their portfolio, including sophisticated technology offered through our broker, Shareholders Service Group. It is critical to us that all clients have the same opportunity to invest, regardless of account size. That’s why we require no account minimums and have specifically partnered with a broker that doesn’t either.
We service a variety of account types for businesses and individuals including; Private and Joint Retail Accounts, Traditional IRA, Roth IRA, 529 College Savings Plans, 401(k), 403(b), and more.