LitchfieldFinancial
Loading Litchfield Financial…
Services
Management & Monitoring
No matter what level of sophistication you have with investments and financial planning, we’re here to help. We manage money for clients who are sophisticated investors themselves, but don’t have the time or desire to continue to monitor their portfolio on a daily basis. We also work with novice investors who don’t know where to start. Our job is to make your life easier and let you rest assured that you have a trusted financial professional watching over your money everyday so that you can devote your attention to the things that demand your time.
Daily oversight of every account under our care
Markets don’t take days off, and neither does portfolio oversight. We monitor the accounts we manage on a daily basis — watching for allocation drift, uninvested cash from dividends and interest, corporate actions, maturing bonds, and anything else that needs attention.
That daily discipline means small issues get handled before they become big ones, and your portfolio stays aligned with the strategy we built together rather than quietly drifting away from it.
Proactive communication throughout the year
You should never have to wonder what’s happening with your money. We hold quarterly review meetings, send newsletters and market commentary in plain English, and reach out proactively when markets move or when something in your plan needs a decision.
And when a question comes up between meetings — a job offer, a real estate opportunity, a news headline that worries you — you call us. That’s what we’re here for.
A personal CFO for people with better things to do
Some of our clients are sophisticated investors who could manage their own portfolios but no longer want to spend nights and weekends doing it. Others are just getting started and want a trusted professional to build the foundation. Either way, the value is the same: someone qualified is watching your money every day, so you can devote your attention to your career, your family, and your life.
FAQs
Management & Monitoring questions, answered
We hold formal quarterly meetings, and we’re available whenever you need us in between. Many clients also hear from us proactively when markets move or when a planning opportunity — like tax-loss harvesting — presents itself.
Explore more services
Investment ManagementEstate Planning & Asset ProtectionInheritanceDivorceTax PlanningRetirement PlanningSelling a BusinessCash Flow AnalysisAlternative Investment OpportunitiesGeneral Financial Planning
Have a question about management & monitoring?
Start with a complimentary 30-minute session. No obligation, just a conversation about your goals.
Get your complimentary session