SERVICES

Using a hands-on, active, team approach we serve our clients in the following areas:

INVESTMENT MANAGEMENT

With Passive, Hybrid & Tactical Models available, we provide proven investment tools designed to suit almost any risk profile. Optionally, our internal research team builds custom models tailored to client needs, taking advantage of our OCIO concierge service provided by Maven Asset Partners, a TAMP that is operated on Envestnet.

INSURANCE PLANNING

Periodic policy reviews ensure client insurance coverage takes advantage of the latest tax laws. Through our select network of providers, we bring advanced insurance strategies to the table designed to take full advantage of the ever-changing legal landscape. Insurance strategies and service are provided by Zermatt Insurance Agency which is located in Charlotte, N.C..

TAX PLANNING

Client tax strategy should be tailored to individual circumstances and blend all available vehicles including Charitable Trusts, Life Insurance Trusts, Business Buy/Sell Agreements and more. We coach on strategies tailored to specific clients and work hand in hand with both regional and national tax attorneys.

LIABILITY PLANNING

Reviewing client debt profiles ensures the liquidity requirements outlined in their Investment Policy Statement are met without compromising their growth goals. Leveraging their assets through our network often allows competitive rates you may not be made aware of through conventional lenders.

Real Estate Strategy

Analyzing client current real-estate holdings ensures they are taking advantage of changing property markets and lending options. We provide guidance and access to select Real-Estate Funds and Projects to best fit client needs. 

ESTATE PLANNING

Strategies focused on the generational transfer of client wealth should be periodically reviewed as their estate changes and new legislation creates opportunity for optimization. With access to regional and national estate planning attorneys, we craft multi-faceted strategies that align with client goals.