Everyone deserves a Chief Investment Officer.
As a registered investment advisor, we have met a variety of different people from around the world. Depending on the investment need or the problem you are trying to solve, we may fit as your Advisor. Below is a list of clients we commonly help and the areas of assistance.
Families
- Wealth Management
- Savings Programs
- Retirement Planning
- Funding Children’s Education
- Estate Planning and Trust Establishment
- Budgeting
Life Events and Transitions
- Death of a Family Member
- Widowed
- Divorced
- Inheritance or Family Windfall
Business Owners / Entrepreneurs
- Integration of Business Assets into Wealth Management
- Capital Infusions and Project Funding
- Business-sponsored Retirement Plans
- Liability Protection Considerations
- Tax Planning with Accountant
- Debt Management
Executives & Doctors
- 401(k) and 403(b) Plans
- Incentive and Executive Compensation Programs
- Restricted Stock Units (RSU’s) and Incentive Stock Units (ISU’s)
- Pension and Defined Benefit Plans
- Charitable Donations
- Wills and Estate Planning
Institutions
- Corporate and Public Retirement Plans
- Charitable Endowments and Foundations
- Institutional Investment Programs
- Private Equity, Venture Capital, and Hedge Fund Programs
Professional Athletes
- Financial Planning for after a Sports Career
- Coordination with Agent, Accountants, Lawyers, etc.
- Vetting of Business and Joint Ventures
- Aggregate reporting of Public and Private Investments
- Spending and Saving Analysis
- Tax Awareness Strategies