Goal based investment process.

ETF models with dynamic asset allocations, varying according to our market expectations.

Individual Stock Portfolios.

Customized options and individual bond strategies.

Tactical models that range from all equities to all cash, or anywhere in between.

Guidance to help you define your needs and goals.

Detailed discussion of relevant personal and financial information.

Experienced financial planners to provide situation analysis and next steps.

Expert wealth managers to implement your plan of action.

Regular meetings to monitor and update your plan (recommended: 2-4X yearly).

Comprehensive survivor needs analysis and ability to fill gaps with life insurance.

Usually recommend term insurance for most cases.

Will use permanent life insurance policies for estate planning purposes primarily.

Needs based analysis for long term care, disability, and property and casualty insurance.

Active portfolio management to minimize capital gains taxes through tax-loss harvesting.

Use of asset allocation strategies to minimize taxable income from the portfolio.

Tax preparation by CPAs for clients who exceed certain AUM thresholds.

Assistance to help you meet your fiduciary responsibilities as a plan sponsor.

Guidance to establish a strong government structure and a repeatable, well documented investment process.

Quarterly reviews with plan fiduciaries including market and plan performance, fee monitoring, watchlist recommendations, etc.

Detailed financial plans that incorporate most recent estate tax laws.

Investment plans to maximize the goals of the estate.

Ability to work with third-party attorneys to prepare and execute documents.