Written by Senior Investment Officer, Peter Eickelberg
Cross Border Tax & Accounting (CBTA) is the wholly owned subsidiary of Keats Connelly and Associates (KeatsConnelly) that handles taxes in the US and Canada for the clients of KeatsConnelly. But did you know that CBTA also provides dedicated investment management services? For clients who do not need a full range of financial planning, tax, and custom investment services but who would still benefit from professional portfolio management, CBTA offers a fee-based, streamlined investment management solution to meet their needs. In fact, several KeatsConnelly clients have already made the move to CBTA after having successfully worked with KeatsConnelly for several years to address their complex cross-border needs.
The CBTA investment team is made up of the same people who handle investments for our KeatsConnelly clients. Both firms share the same investment philosophy and rigorous investment selection methodology. Both also have access to lower-cost institutional class mutual funds. But, CBTA follows a simplified approach with standardized portfolios, less frequent rebalancing, and electronic communications such as online newsletters and conference calls. By keeping our costs of management down, we are able to offer investment services economically and efficiently. Our current fees are 0.80% for the first $500,000 under management and 0.65% on the next $1,500,000.
CBTA investment management works best for clients who do not need complex investment or financial planning services and can work comfortably through electronic channels. Additionally, these clients typically do not need a great deal of cross-border customization within their investment strategies. If you would like to know whether CBTA investment management would fit your situation, please give us a call or send an email. We would be happy to show you how we can help.
