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Managed Accounts (Investment Advisor) Services

  • Building and maintaining custom-designed portfolios specifically tailored to each client’s needs
  • Assistance with a wide variety of financial planning needs including retirement, estate and education planning
  • Social Security Planning
  • Cash flow and budgeting
  • Helping clients identify personal and financial goals, and then development and implementation of an investment strategy designed to work towards these goals
  • Assistance with family governance issues
  • Helping clients build a team of investment and planning professionals (attorney, accountant, etc.)
  • Tax reporting
  • For Non-Profits: Help drafting ISP, asset allocation guidelines, etc.

Brokerage Services

  • Execution of securities transactions (buys/sells)
  • Issuing of checks/ACH’s/Fed Wires
  • Bill paying for clients
  • Gifting of securities
  • Regular (monthly or quarterly) distributions
  • Administration of estate accounts
  • Maintaining of cost-basis information
  • Replacement of lost or damaged stock certificates

Types of accounts:

  • Individual and joint
  • Custodial and Uniform Transfer to Minors Act (UTMA)
  • Retirement (Traditional IRA, Roth, SEP, Simple, Decedent, Beneficiary)
  • Corporate and retirement plans (Pension and Profit Sharing)
  • Estate
  • 529 Plan
  • Revocable and Irrevocable Trusts
  • Special Needs Trusts