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Account Service Levels

Account values up to $500,000
  • A diversified, risk-adjusted portfolio of mutual funds constructed to meet your objectives
  • Annual meeting to discuss your portfolio, financial circumstances, and planning needs
  • On-going investment review and re-balancing
  • Periodic emails on investment and tax topics
  • Basic year-end tax planning
  • Basic financial planning
Account values between $500,000 and $1,000,000
  • A diversified, risk-adjusted portfolio of individual equities, individual bonds, and/or mutual funds constructed to meet your objectives
  • Semi-annual meetings to discuss your portfolio, financial circumstances, and planning needs
  • On-going investment review and re-balancing
  • Periodic emails on investment and tax topics
  • Basic year-end tax planning
  • Basic financial planning
  • Initial review/assessment of outside assets and accounts
Account values above $1,000,000
  • A diversified, risk-adjusted portfolio of individual equities, individual bonds, and/or mutual funds constructed to meet your objectives
  • Quarterly meetings to discuss your portfolio, financial circumstances, and planning needs
  • On-going investment review and re-balancing
  • Periodic emails on investment and tax topics
  • Basic year-end tax planning
  • Initial review/assessment of outside assets and accounts
  • On-going annual Financial Roadmap update

Free Portfolio Review
Wolf Group Capital advisors offers customized investment management and financial planning services for investors with investable assets of $500,000 or more. To schedule a free portfolio review so that we can determine whether our services match up with your needs, please fill out the following information.

If you would like to schedule a consultation, please complete this form and we will contact you. Or you may call us at 703.652.1701

First Name

Last Name

Email Address

Phone Number

Employer

Visa status

What is your estimated annual household income?

Do you have any foreign financial accounts (checking/saving accounts, investments, insurance, etc.)?

Do you have an interest in a foreign account that may be deemed to be equivalent to a mutual fund or that holds mutual funds?

What is the amount of your estimated assets? (including Employer Sponsored Accounts, Personal Retirement Accounts, Non-Retirement Accounts, Cash, Money Market, CDs)

Do you anticipate any of the following transitional events in the next 5-10 years? (please feel free to elaborate in the text box)

No
Expected Gift/Inheritance
Retirement
College Funding
Moving Overseas
Other

Please list out any areas of concerns that you’d like us to assist you with. Please feel free to discuss your financial goals as well.

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Quarterly Capital Market Commentary

Here are the most recent letters to our clients in which we comment on the capital markets and other matters of interest:

To contact us, call 703.502.9500.

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