Investment Advisory –

Reap Investments offers professionally managed investments based on your investment needs, risk tolerance, time horizon, and financial goals.  We provide personalized asset allocation strategies, customized managed accounts, portfolio design and monitoring, retirement account management, and for suitable investors alternative investments such as real estate and private equity.  Our investment advice is not based on commissions from sales of particular products nor proprietary product lists.  Reap Investments’ fees are based on a percentage of assets under management, which allows us to act as an unbiased advocate for your investment objectives.

Our investment methods incorporate behavioral finance concepts and focus investing strategies that offer our clients several potential advantages including:

• Reducing emotional response to market volatility, allowing for more consistent long-term performance that can improve the likelihood of achieving investment goals over time.
• Translating your goals and objectives into an appropriate investment strategy within the expected level of risk and return.
• Helping to minimize overall portfolio risk for a given level of return.
• Encouraging a long-term investment perspective.
• Assessing risk tolerance.
• Designing an overall asset allocation to meet your unique financial goals.
• Continuous monitoring of portfolios.
• Comparing portfolio’s performance against appropriate benchmarks.
• Researching new investment opportunities.
• Quarterly reporting of your investment results.
• Periodic meetings to reassess your goals and objectives and applying any applicable changes.
• Direct access to the professionals handling your investments.