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Investment Management 

Our investment management approach focuses on building and maintaining portfolios that support your broader financial plan, taking into account your goals, risk tolerance, time horizon, and tax considerations as part of a coordinated strategy for clients in Fort Mill, SC.

How Investment Management Works

Investment management is about more than selecting investments. It involves ongoing oversight and disciplined decision-making.

This process may include:

  • Investment planning based on goals and timelines
  • Portfolio management and diversification
  • Investment analysis and monitoring
  • Adjusting strategies as markets and goals change

Portfolio Management

We create strategies that are tailored to your needs and goals.

Investment Analysis

Years of experience have prepared us to guide you through your life transitions.

Risk Awareness & Stability

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Long-Term Direction

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

What is portfolio management?

Portfolio management involves overseeing investments to help align them with long-term goals and risk preferences.

How often is an investment portfolio reviewed?

Portfolios are typically reviewed regularly and adjusted as needed.

What are the costs to work with Terrier Financial?

See below fee structure.

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Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Fee Structure for Investment Management

We believe transparency is an important part of the advisor relationship. The following outlines our investment management fee structure, which is based on assets under management and may vary by household and account structure.

$2,500,000+


$1,000,000 – $2,499,999


$500,000 – $999,999


$100,000 – $499,999


$5,000 – $99,999

1.00%


1.10%


1.25%


1.35%


1.50%

*Fees are based on assets under management per household. Internal product expenses, custodial fees, and brokerage-related charges may apply separately. Please review all disclosures and prospectuses carefully before investing.

Brokerage Account Fees

Brokerage account fees vary depending on the type of account, transaction activity, and services used. Additional costs may apply based on individual circumstances.

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