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Some clients prefer active management of their investment portfolio. In these cases we refer clients to outside advisers, such as local bank trust departments, Smith Barney financial consultants, and others. 

Key Benefits

  • Many of our outside referrals use some version of Modern Portfolio Theory, though with varying degrees of reliance on market efficiency and random walk theories.
  • With these outside referrals, investment advice is provided in concert with tax advice provided by Coston and McIsaac, CPA's.
  • None of our outside referrals result in increased fees to our clients. 

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Copyright © 2004 Coston and McIsaac Investment Advisers, LLC
Last modified: February 02, 2007

Neither this website nor any of its content should be construed as an offer to sell securities.