Planning & Advisory Services that Reflect your Values

We tailor services based on your needs, always acting in your financial best interest as fiduciaries.

WE OFFER SERVICES FOR EVERY IMPACT INVESTOR

Review the detailed list of our various services along with the minimum flat fee or Assets Under Management (AUM) for each service tier.

Inviduals & Families

During an initial meeting, we’ll talk about what’s important to you and which of these financial solutions best fit your situation.

Core Investment Management

Our team of investment management professionals and concierge support staff tailor the optimal investment strategy solution to meet your objectives.

  • Prudent Portfolio Management
  • Integrated Core Impact Criteria
  • Risk Tolerance & Timeframe Alignment
  • Strategic & Tactical 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
  • Annual Live Review with Advisor

Minimum AUM $300,000

Minimum Annual Cost $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, lifetime financial projections and scenario modeling.

Includes everything from Core Investment Management, PLUS:

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

Minimum AUM $500,000

Minimum Annual Cost $5,000

Total Wealth Management

For more in-depth tax analysis and integrated estate planning services, we work closely with your legal and tax experts to tailor solutions with seamless continuity.

Includes everything from Plus Financial Planning, PLUS:

  • Owner Retirement Benefits Strategies
  • Risk Management & Insurance Strategies
  • Estate Planning & Wealth Preservation Strategies
  • Tax Projections & Mitigation Strategies
  • Customized Portfolio Impact Strategies
  • Access to Private High Impact Investments

Minimum AUM $1,000,000

Minimum Annual Cost $10,000

Select Family Office

For families and organizations with complex wealth management needs we recruit outside experts as needed, to provide a concierge-level, suite of family office services.

Includes everything from Total Wealth Management, PLUS:

  • Facilitated Family Legacy Planning Retreats
  • Quarterly Family Financial Statements
  • Business Entity & Succession Consulting
  • Real Estate Analysis & Strategies Consulting
  • Stock Option Analysis & Strategies Consulting
  • Mortgage & Debt Negotiations
  • Customized Solutions

Minimum AUM $3,000,000

Minimum Annual Cost $30,000

Service Offerings

Core Investment Management

Plus Financial Planning

Total Wealth Management

Select Family Office

Prudent Portfolio Management
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Z
Z
Z

Integrated Core Impact Criteria

Z
Z
Z
Z

Risk Tolerance & Timeframe Alignment

Z

Z
Z
Z

Strategic & Tactical Asset Allocation

Z
Z
Z
Z

Ongoing Investment Analysis & Fiduciary Oversight

Z
Z
Z
Z

Portfolio Income & Growth Strategies

Z
Z
Z
Z

Transaction & Administrative Concierge Team

Z
Z
Z
Z

24/7 Online Account Access

Z
Z
Z
Z

Monthly Custodial Statements

Z
Z
Z
Z

Quarterly Performance Reports

Z
Z
Z
Z

Annual Live Review with Advisor

Z
Z
Z
Z

Lifetime Financial Plan Projections

Z
Z
Z

Financial Goals Assessment

Z
Z
Z

Current & Projected Cash Flows Analysis

Z
Z
Z

Scenario Probability Testing

Z
Z
Z

Retirement Planning Strategies

Z
Z
Z

Owner Retirement Benefits Strategies

Z
Z

Risk Management & Insurance Strategies

Z
Z

Estate Planning & Wealth Preservation Strategies

Z
Z

Tax Projections & Mitigation Strategies

Z
Z

Customized Portfolio Impact Strategies

Z
Z

Access to Private High Impact Investments

Z
Z

Facilitated Family Legacy Planning Retreats

Z

Quarterly Family Financial Statements

Z

Business Entity & Succession Consulting

Z

Real Estate Analysis & Strategies Consulting

Z

Stock Option Analysis & Strategies Consulting

Z

Mortgage & Debt Negotiations

Z

Customized Solutions

Z

Minimum AUM

$300,000

$500,000

$1,000,000

$3,000,000

Minimum Annual Cost

$3,000

$5,000

$10,000

$30,000

Employers & Owners

For employers we offer company retirement plan services as well as owner succession consulting. During an initial discussion we will explore your needs and get clear about which of the following services make the most sense.

Group Plan Trustee Consult

For employers who wish to offer a group retirement plan that’s aligned with your organization’s values, we guide you through the various options, costs and benefits to help you determine the best setup for you.

  • Business Services Assessment
  • Group Benefits Consultation
  • Service Provider Selection
  • Benefits Plan Implementation
  • Retirement Plan Fund Selection

Minimum AUM $300,000

Minimum Annual Cost $3,000

Group Plan Investment Advisor

We manage group retirement plans, from paperwork to employee education, ensuring an easy setup and regular ongoing oversight, so you can focus on running your business.

Includes everything from Group Plan Trustee Consult, PLUS:

  • Group Benefits Plan Consult Services
  • Operational Support for Sponsor
  • Operational Support for Participants
  • Ongoing Investment Oversight
  • Ongoing Participant Education

Minimum AUM $500,000

Minimum Annual Cost $5,000

Owner Succession Planning

For business owners who are planning for their own succession, we offer an array of consultative wealth management services to help make the transition a financial success.

Includes everything from Group Plan Investment Advisor, PLUS:

  • 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 AUM $1,000,000

Minimum Annual Cost $10,000

Service Offerings

Group Plan Trustee Consult

Group Plan Investment Advisor

Owner Succession Planning

Business Services Assessment
Z
Z
Z

Group Benefits Consultation

Z
Z
Z

Group Benefits Consultation

Z

Z
Z

Benefits Plan Implementation

Z
Z
Z

Retirement Plan Fund Selection

Z
Z
Z

Group Benefits Plan Consult Services

Z
Z

Operational Support for Sponsor

Z
Z

Operational Support for Participants

Z
Z

Ongoing Investment Oversight

Z
Z

Ongoing Participant Education

Z
Z

Ownership Divestment Consultation

Z

Cash Flow Projections & Analysis

Z

Tax Strategy Planning & Referrals

Z

Review Insurance Strategy, including "Key Man"

Z

Group Retirement Plan Advisor Services

Z

Stock Options Planning

Z

Family Wealth Planning Services

Z

Estate Planning Strategies & Referrals

Z

Minimum AUM

$300,000

$500,000

$1,000,000

Minimum Annual Cost

$3,000

$5,000

$10,000

FOUNDATIONS & ENDOWMENTS

Working with Foundations & Endowments requires gaining the majority consensus, which can often be complicated. After an initial conversation with at least one board member we can provide a specific proposal for services needed.

Board Trustee Consult

For board members who wish to know how to better align your organiation’s investments with its mission, we offer our expertise to help you make clear decisions.

  • Portfolio Holdings & Performance Analysis
  • Cash Flow & Granting Projections & Analysis
  • Impact Overview & Analysis
  • Goals & Priorities Assessment
  • Recommended Changes
  • Investment Policy Statement Creation

Minimum AUM $500,000

Minimum Annual Cost $5,000

Investment Account Advisor

For organizations looking for a firm to manage part or all of your portfolio, we provide investment solutions to match your financial and mission-driven goals.

Includes everything from Board Trustee Consult, PLUS:

  • Core Investment Mangement Services
  • Operational Support for Trustees
  • Operational Support for Donees & Participants
  • Ongoing Investment Oversight
  • Ongoing Board Education & Updates
  • Financial & Impact Reporting
  • Ongoing Performance & Tax Reporting

Minimum AUM $1,000,000

Minimum Annual Cost $10,000

Impact Investment Partner

We partner with board members to engage both your networks and the broader impact investment community around your organization’s mission and vision.

Includes everything from Investment Account Advsisor, PLUS:

  • Direct Impact Investment Opportunities
  • Donor Relations Support
  • Community Engagement Strategies
  • Large Donor Consulting
  • Access to Tax & Legal Team
  • Legacy Planning & Facilitation
  • Custom Impact Investment Solutions

Minimum AUM $3,000,000

Minimum Annual Cost $30,000

Service Offerings

Board Trustee Consult

Investment Account Advisor

Impact Investment Partner

Portfolio Holdings & Performance Analysis
Z
Z
Z

Cash Flow & Granting Projections & Analysis

Z
Z
Z

Impact Overview & Analysis

Z

Z
Z

Goals & Priorities Assessment

Z
Z
Z

Recommended Changes

Z
Z
Z

Investment Policy Statement Creation

Z
Z
Z

Core Investment Mangement Services

Z
Z

Operational Support for Trustees

Z
Z

Operational Support for Donees & Participants

Z
Z

Ongoing Investment Oversight

Z
Z

Ongoing Board Education & Updates

Z
Z

Financial & Impact Reporting

Z
Z

Ongoing Performance & Tax Reporting

Z
Z

Direct Impact Investment Opportunities

Z

Donor Relations Support

Z

Community Engagement Strategies

Z

Large Donor Consulting

Z

Access to Tax & Legal Team

Z

Legacy Planning & Facilitation

Z

Custom Impact Investment Solutions

Z

Minimum AUM

$500,000

$1,000,000

$3,000,000

Minimum Annual Cost

$5,000

$10,000

$30,000

SPEAK WITH AN ADVISOR

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