Investment Services:
- Portfolio management of IRA, Roth, individual, joint, trust, custodial, and charitable accounts.
- Advisory services for employer-sponsored retirement plans like 401(k), 403(b), SIMPLE IRA and more
- In Person reviews on demand
- Co-ordination with CPA for meetings, tax planning, etc
- Multi-generational planning and relationship linking
- Custom tailored investment management
- Quarterly Portfolio Analysis
- RMD Planning
- Beneficiary Reviews
- Outside Account Review
- Performance Reporting
- Account Aggregation
- Retirement Planning
- Capital Gain Planning including loss harvesting
- Risk assessment and monitoring
- Mobile app access
Asset Classes:
Equity Investments
- Common Stocks
- Preferred Stocks
Fixed Income
- Treasury Bonds
- Corporate Bonds
- Convertible Bonds
Derivatives
- Structured Products
- Options
Alternative Investments
- Cryptocurrency
- Private Equity
- Private Credit
- Real Estate
About Charles Schwab
Charles Schwab is one of the largest custodians in the US with over $7 trillion in assets. We are pleased to offer their superior customer service and tools to our clients.
Accounts held at Charles Schwab come with $500,000 of SIPC account protection if Schwab were to experience stress and be unable to meet its obligations. This functions similar to FDIC insurance at a bank.