Core Investment Management

Supported by our portfolio management team and administrative support staff, Core Investment Management clients work with one of our firm's dedicated Financial Advisors to tailor the optimal investment strategy solution with the following services:

  • Prudent Portfolio Management
  • Integrated Core Impact Criteria
  • Risk Tolerance & Timeframe Alignment
  • Strategic Asset Allocation
  • Ongoing Investment Analysis & Fiduciary Oversight
  • Portfolio Income & Growth Strategies
  • Transaction & Administrative Concierge Team
  • 24/7 Online Account Access
  • Monthly Custodial Statements
  • Quarterly Performance Reports

The minimum annual cost for our Core Investment Management services is $3,000.

Plus Financial Planning

For those with financial planning needs, we provide a dedicated CFP® licensed professional and utilize industry-leading software to deliver objective and comprehensive services, which may include:

  • Lifetime Financial Plan Projections
  • Financial Goals Assessment
  • Current & Projected Cash Flows Analysis
  • Scenario Probability Testing
  • Retirement Planning Strategies

Clients with over five hundred thousand in assets under management with our firm have access to Plus Financial Planning services with no added fees. Otherwise, the minimum annual cost is $5,000.

Total Wealth Management

For in-depth analysis and integrated financial services, we work closely with our Total Wealth Management clients' legal and tax experts while dedicating up to three in-house professionals to provide tailored solutions with seamless continuity. Total Wealth Management services include Plus Financial Planning, along with a range of solutions based on each client's specific needs, including:

  • Retirement Benefits Strategies
  • Insurance Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Customized Impact Strategies
  • Access to Private Impact Investments
Clients with over one million in assets under management with our firm do not pay any additional fees for Total Wealth Management services. Otherwise, the minimum annual cost is $10,000.

Select Family Office

For families and organizations with complex wealth management needs, we commit up to four financial professionals along with outside experts as needed, to provide a concierge-level, suite of family office services. In addition to our Total Wealth Management, Select Family Office clients have access to a deeper pool of industry expertise and firm resources, including:

  • Family Legacy Planning
  • Quarterly Financial Statements
  • Business Succession Planning
  • Real Estate Analysis & Strategies
  • Stock Option Analysis & Strategies
  • Mortgage & Debt Negotiations
  • Customized Solutions
Clients with over five million in assets under management with our firm do not pay any additional fees to receive our Select Family Office services. Otherwise, the minimum annual cost is $30,000.

Individuals & Families: Service Tiers

Group Plan Trustee Consult

  • Business Services Assessment
  • Group Benefits Consultation
  • Service Provider Selection
  • Benefits Plan Implementation
  • Retirement Plan Fund Selection
  • Minimum Cost = $3,000 Flat Fee

Group Plan Investment Advisor

  • Group Benefits Plan Consult Services
  • Operational Support for Sponsor
  • Operational Support for Participants
  • Ongoing Investment Oversight
  • Ongoing Participant Education
  • Minimum Annual Cost = $5,000

Owner Succession Planning

  • Ownership Divestment Consultation
  • Cash Flow Projections & Analysis
  • Tax Strategy Planning & Referrals
  • Review Insurance Strategy, including "Key Man"
  • Group Retirement Plan Advisor Services
  • Stock Options Planning
  • Family Wealth Planning Services
  • Estate Planning Strategies & Referrals
  • Minimum Annual Cost = $10,000

Group Retirement & Succession: Service Tiers

Board Trustee Consult

  • Portfolio Holdings & Performance Analysis
  • Cash Flow Projections & Analysis
  • Impact Overview & Analysis
  • Goals & Priorities Assessment
  • Recommended Changes
  • Minimum Cost = $3,000 Flat Fee

Investment Account Advisor

  • Core Investment Mangement Services
  • Operational Support for Trustees
  • Operational Support for Donees & Participants
  • Ongoing Investment Oversight
  • Ongoing Board Education & Updates
  • Ongoing Performance & Tax Reporting
  • Minimum Annual Cost = $5,000

Foundations & Endowments: Service Tiers