Management Services We Offer
Complete financial services, bringing together financial and investment advice/planning, retirement planning, insurance needs, college savings plans. Strategies for short and long-term goals
“We keep an eye on all aspects of your financial picture so you can concentrate on your life.”
The art and science of portfolio construction, quantitative analysis, modeling, due diligence and performance monitoring to determine strengths, weaknesses, opportunities and threats in the choice of fixed income versus equity, domestic versus international, growth vs. value, safety vs aggressive etc.
“We are there to help you make decisions about your investment mix and asset allocation that match your unique objectives, balancing risk against performance.”
Systematically deploying, monitoring, operating, maintaining, upgrading and disposing of your assets cost-effectively. Also making sure assets held outside are working just as hard, such as profit-sharing plans, 401K’s etc.
“From real estate to stocks, trusts and charitable giving plans, we will advise all your assets.”
Tax Advantaged Investment Management
Investments, accounts or plans that are either exempt from taxation, tax-deferred or offering other types of tax benefits
“Smart investors hold tax-efficient investments in taxable accounts and less tax-efficient investments in tax-deferred accounts. We look at your overall financial picture and your longterm retirement, charitable giving and estate planning goals to make sure you are tax diversified in the most efficient manner. We manage taxable assets and qualified assets in the most cost-efficient manner, working one-on-one with our clients to meet their unique goals.”
Specialized Trust Services
A wide range of trust services including family and marital trusts, charitable trusts, guardianship and special needs trusts
“We provide knowledge and strategic advice about effective vehicles with significant tax advantages for managing and deploying your assets during your lifetime and for the benefit of your loved ones after you are gone.”
Consolidating financial accounts (with live aggregation), statement and fee analysis, bill paying, managing cash balances and flow to project future earning potential and minimize tax consequences.
“We help you spend less time on minutia and monitor your day-to-day transactions.”
Analysis of current and future needs, sourcing of individually appropriate insurance products, monitoring of expirations, premiums and balloon payments.
“We make sure your insurance policies work to provide your safety net, minimizing redundancy, inefficiency, and tax consequences.”
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