Investment Advisory Services

While saving for a child’s education is of primary importance, Educational Investments understands that families have financial needs that go beyond college.

To help ensure a secure financial future, Educational Investments recommends developing a comprehensive, long-term investment strategy. Our Representatives are knowledgeable about today’s most attractive investment options and work closely with you to expertly craft a financial strategy designed to achieve a healthy financial outlook.

A large part of managing your plan includes Educational Investments processing the tedious paperwork associated with monitoring your investments. From ensuring that the correct signatures are in place to rebalancing the investment portfolio to merging and closing inappropriate investments, Educational Investments will do the work needed to let your investments start working for you.

The fee for Investment Advisory Services is approximately 1% of assets under management.

Click here to learn more about Educational Investments’ approach to investing.