Village at the Crossing
3121 Village Office Place
Champaign, IL 61822
(217) 766-9288
Click here to e-mail Scott
ASSET MANAGEMENT
Juggling the day-to-day tasks of your investments can be demanding. Cline Financial Concepts offers a premier service in Asset Management. Let us assign a professional manager to monitor and handle your portfolio based on your goals and risk-tolerance.
You maintain complete control over your portfolio as we only make changes, trades and other alterations, with your approval. You're also kept well informed on your portfolio's performance through annual performance reports issued on a quarterly basis.
A minumum of $150,000 in investable assets is required to qualify for this service. Fees are assessed on a sliding scale corresponding to the amount of assets we manage for you. Fees are fully disclosed on our ADV form.