Corporations & Organizations
 
In addition to individuals and families, our clients include corporations and other institutions for whom we advise on portfolio design and implementation, and provide excellent employee education. These plans include Defined Contribution (401K), Defined Benefit, Executive Deferred Compensation, or any other need that may be unique to them. Business succession planning is another area where we provide experience and expertise. With any of your plans, we offer you a no-cost "Check-Up" that will indicate to you how your current plan is meeting the objectives for you, your employees, and very importantly, the impact it is having on your organization's financial objectives, both short- and long-term. We have access to highly-successful and innovative proprietary software that integrates your retirement plan with your corporate financial statements.
Endowments & Foundations  
 
One area where we find a great need for more specialized consulting and management is with public and private foundations, endowments and charities. We work closely with several charitable organizations. Depending on their needs, we advise them on investment policy statements, spending policy statements, recordkeeping, and equally as important, the structure and asset allocation of their portfolio in order to meet their goals and requirements. We are here to shoulder many of the responsibilities that may require such expertise.  Again, we offer you a no-cost "Check-Up" that will address each aspect of your foundation so that you can clearly see if your portfolio is aligned with your objectives.  
Professional Services Groups
 
Professional services groups, such as doctors and dentists, have a need for experienced and informed consultants who can address specific needs with their various, and sometimes unique, retirement plans. Many members of these groups are also individual clients.
 
We utilize the same philosophy with these groups as we do with your personal portfolio…we want to thoroughly understand your goals and objectives, then create and monitor a meaningful documented plan, and invest and manage your assets in order to support these objectives.
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