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roiInvestment counseling provides the valuable “second opinion” that many investors seek. This service provides an evaluation of a portfolio, and recommendations for changes. Praxis, however, does not take discretion to implement changes, leaving the client free to execute trades how and where they wish.

It can also take the form of providing retirement projections for clients, college funding projections, or other needs that individuals and business owners must address. These non-securities related projects often provide the basic guidelines that clients may then use in the implementation of an investment strategy.

This service is billed at an hourly rate, analogous to fees charged by CPAs or attorneys.